Worley Erhart-Graves Financial

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Financial Planning Consultants, Accounting Services, Financial Planners

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26 Years

in Business

(317) 872-5090Call Visit WebsiteVisit Website Map & DirectionsDirections3500 Depauw BlvdIndianapolis, IN 46268 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Wed:	8:00 am - 5:00 pm

Places Near Indianapolis with Financial Planning Consultants

Zionsville (5 miles)
Broad Ripple (9 miles)
Broad Ripple Village (9 miles)
Carmel (11 miles)
Whitestown (14 miles)

More Info

Email

Extra Phones

Phone: (317) 872-5095

TollFree: (855) 872-5090

Payment method

amex, cash, discover, master card, visa

Location

The Pyramids at College Park

Neighborhood

AKA

Worley Erhart-Graves Financial Advisors

Juli Erhart-Graves Cfp

Erhart-Graves Juli

Other Link

https://wefinancialadvisors.com/contact-us

Other Email

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (317) 872-5090

Address: 3500 Depauw Blvd, Indianapolis, IN 46268

Website: https://wefinancialadvisors.com/contact-us

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Worley Erhart-Graves Financial

Tax Planning
Lacey’s role at Smitson Erhart-Graves involves communicating directly with clients about tax planning, researching tax questions and preparing both individual and multi-state tax returns.
Tax Services
Do I need to make estimated tax payments to avoid penalties? What taxes do I need to file as a new business owner? Will my Social Security and IRA distributions be taxed as I enter retirement? If you find yourself wondering these questions, it may be time to seek professional tax preparation assistance.
Income Tax
Upon making your initial appointment, Smitson Erhart-Graves will request to have your prior two years’ income tax returns, both federal and state. If you have ownership in a business, those returns will be requested as well. These income tax returns will help us to better understand your current tax situation and act as a facilitator to develop an objective tax plan and prepare an accurate return.

Investment Management
Our investment management services include customized investment plans, investment account establishment, and investment recommendations. As your investment manager, we provide all service on your accounts; when you need anything, we’re just a phone call or email away. We stay abreast of the ever-changing financial markets and stand ready to adjust your plan as needed. We perform an in-depth review of your portfolio annually and present any recommended portfolio rebalancing changes to you for approval.

Accounting Services

Financial Planning
Am I on track for retirement? Are my investments appropriate? Are there any tax strategies I should consider? If you find yourself asking these questions, financial planning may be the right track for you.
Retirement Planning
We know there are a lot of moving parts to a financial life, so we created financial plans that address the various parts—insurance coverages, estate planning, taxes, employee benefits, retirement planning, investments and more. We help our clients formulate and implement a plan to meet their specific needs. What makes us different from other financial advisors is we do not sell any products—we work for our clients at an hourly rate.
College Funding

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