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Estate Planning

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We help build, manage, preserve and transition wealth for our clients.

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We file our regulatory disclosures annually with the US Securities and Exchange Commission. You can search for our detailed disclosures on the SEC’s website, or directly download our Client Relationship Summary Document or Company Brochure (ADV Part 2).

Important Disclosures

The Financial Resource Center

Contact Info

9640 Commerce Dr
Suite 414
Carmel, IN  46032

317-871-8571
ckennedy@tfrcinc.com

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Important Disclosure

Client Relationship Summary
Company Brochure

The information presented is for educational purposes only and should not be considered an offer to buy or sell, or a solicitation of any offer to buy or sell securities and does not amount to investment advice. Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index. The firm does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.  Investment Advisory Services offered through The Financial Resource Center, Inc. a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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