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    Lafayette Office
    Main Office
    3721 Rome Drive
    Suite B
    Lafayette, IN 47905 
    Phone (765) 447-1302  
     

    Indianapolis Office
    9449 Priority Way West Drive
    Suite 250
    Indianapolis, IN 46240
    Phone (317) 843-8302

    Fax (765) 447-4238
    Toll Free (800) 808-1302
    info@fpcadvisor.com

     

    Map and driving directions

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    *What is your net worth available for investment?
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    *How many retirement accounts do you own?
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    None
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    How would you describe your satisfaction with your current advisor?
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    How would you describe your satisfaction with the performance of your investments?
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    I do not currently work with an advisor
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    How would you describe your satisfaction with your Financial Plan?
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    I have never had a Financial Plan done
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    Please send me the following e-mail Newsletters:
    (check each box for requested newsletter)
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    Quarterly
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    Investment Review and Outlook (Clients Only)
    A publication summarizing our outlook for U.S. equities and fixed income. We discuss the reasoning behind our portfolio allocation changes that we are anticipating or have made. We also send out a PowerPoint presentation.
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    Successful Women
    A publication targeting working women. Features will include:
    • Financial planning concerns
    • Family issues (work/life balance, financing college)
    • Current topics/news impacting women
    • Question of the quarter
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    Small Business Dimensions
    A publication targeting entrepreneurs. Content features:
    • Company management (employee retention, cash management, working with family, etc.)
    • Newsworthy items impacting small business
    • Financing issues (working to retire, business succession)
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    FPC Client Letter (Clients Only)
    Our firm publication features:
    • Updates on FPC developments
    • News about our staff
    • News about our clients
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    Monthly
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    Investment Commentary (Clients Only)
    Our monthly client newsletter includes an overview assessment of the market environment.
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    Financial Journeys
    Available on the first business day of every month, a publication targeting middle- to upper-class clients. This is a two-page publication, featuring two to three articles. One article each month will be dedicated to retirement planning. Additional features focus on:
    • General financial planning issues
    • Investment and economic topics currently in the news, that may be impacting "middle America"
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    FPC Wealth Manager
    A full-featured financial planning newsletter. This newsletter provides valuable information on a variety of timely and interesting financial issues, raising your overall financial awareness.
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    Financial Briefs
    A publication of several articles regarding various finance topics. This publication is available on our website for review at any time, but could be automatically sent to your email when there are new updates.
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    Weekly
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    Market Snapshot
    This newsletter is distributed every Friday, a snapshot of the markets, including a short commentary from Raymond James’ Chief Economist Scott Brown.
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    Please contact me to discuss FPC's services
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