Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.


Brian Quick, CLU®, CHFC®
Senior Partner

Brian has over 26 years of experience in the financial services industry. His focus is on tax diversification planning through utilization of tax-efficient/tax-free income strategies, comprehensive financial planning, and financial security planning focused on risk management. Brian’s objective is to provide you with the highest level of service, so you can focus on what’s important to you.

Brian’s professional designations include:
ChFC: Advanced planning for every person, every need. That’s the promise of a ChFC®(Chartered Financial Consultant®) designation from The American College of Financial Services.

As a Chartered Financial Consultant, Brian can offer advanced knowledge in a holistic way regarding:
- Insurance Planning
- Retirement Planning
- Income Tax Strategies
- Investment Planning
- Estate Planning
CLU: The premier designation for insurance professionals, Chartered Life Underwriter® (CLU®) is the insurance profession’s oldest standard of excellence. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
As a Chartered Life Underwriter, Brian can advise on:
- Long-Term Care Insurance
- Life Insurance
- Disability Insurance
- Insurance Planning for Business, Estate, Tax and Risk Management
Brian has five children and one grandchild. He enjoys spending time with his family and watching IU, the Colts and Notre Dame football. He was born in Indianapolis and enjoys serving his fellow Hoosiers.

Ready to Take
The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 317.788.1562