Financial Confidence.

We are Todd and Sandra Newkirk. Coaching families to financial freedom with a no hassle approach since 2002 throughout Indiana and Southwest Florida.
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Services.

Our team offers years of experience in helping families just like yours achieve financial success through investments, retirement planning, financial education, and life insurance. With our cutting edge software, combined with the help of our strategic partners, we help you build a solid financial foundation for your financial goals. Whether you are starting to plan for your family's future by paying off debt, protecting your income, or preparing for retirement, we can guide you. It all starts with a quick phone call.

LIFE INSURANCE

Term life insurance is an affordable option that protects your family in case of a tragedy or unforeseen event. For less than $100 per month you could protect your family with quality term life insurance that can offer your family peace of mind. Contact us today and learn how to get started with term life insurance.

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INVESTMENTS

If your main goal is to begin saving and investing, for as little as $50 per month, you can begin saving and investing with automatic monthly drafts. Whether it’s for a college fund for your children, savings, or planning for retirement, we have solutions that will suit your needs. Contact us to start building wealth!

Start Saving

BUSINESS RETIREMENT PLANS

Whether you are just getting started or are focused on continuing to grow your business, let us be your resource for your retirement plan options & tax savings strategies. We specialize in helping make the decisions that’s right for your business easy to identify and to start.

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About Us.

With over 35 years of combined experience expanding across multiple states, our passion is to equip our clients with time tested financial concepts that are simple to understand and can be passed along for generations to come.

Our “team” approach is not just in how we manage our household but also how we manage our business. Our priorities are simple, put God first, family second, and business relationships third. As a result of having two different backgrounds, working side by side has given us the skillsets and the experience to service a wide range of clientele.

In addition to the education we provide, we will help you create a complimentary financial plan to prepare for the now, the “what ifs,” and for your future goals. The time is now to take control of your finances and pave the way for your best years to come.

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Meet some of our Corporate Partners