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OUR STORY

What started out as accounting for history, turned into a passion for proactive planning.

In the past, when preparing tax returns, it was easy to see the financial decisions that had been made but there was little, if any, action that could be done to correct any undue tax consequences.  It became clear that you need a professional to advise you in making financial decisions that are also tax-efficient.

Now, Doug and Greg lead a team of professional staff that work hard to bring you personalized, comprehensive accounting, tax and wealth services.   Together, we deliver holistic planning services to help you make sound financial decisions and ultimately keep more of your own hard-earned money.

We’re eager to meet you! give us a call to schedule a time to start discussing your financial future.



MEET THE CPA TEAM >> MEET THE WEALTH MANAGEMENT TEAM >> CONTACT US >>

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
Method 10(R) is property of 1st Global Capital Corp. 2017.  All Rights Reserved.
 We currently have individuals licensed to offer securities in the states of California, Florida, Indiana,
Minnesota, New York, North Carolina, Ohio, Texas, Virginia and Wisconsin.
This is not an offer to sell securities in any other state or jurisdiction.

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130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030

Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC


 

 


Check the background of this financial professional on FINRA's BrokerCheck.