Our firm has the experience of advising corporate executives by partnering with them to help grow and protect their wealth. We accomplish this through these 5 planning areas: Helping you maximize your dollars. (Cash Flow and Efficient Spending Planning) Helping you grow your dollars. (Investment Education, Planning, and Management) Helping you protect your dollars. (Insurance and Risk Management Planning) Helping make sure that for every dollar you earn, you keep as much as possible. (Tax Review and Planning) Helping assure that if you die with a dollar, it goes where you want – efficiently. (Estate Planning) Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. MarketShare Financial 11611 N. Meridian St. Suite 300, Carmel, IN 46032 Ph. 317057302250.