Thank you for taking the time to learn more about us. We are a comprehensive financial services firm headquartered in Batesville, IN. As wealth management and retirement specialists, we take a leadership role in building comprehensive and customizable solutions. Our mission is to help clients make wise financial decisions so they get the most out of life. For over ten years, we have been providing
objective advice regarding clients' personal financial situations. Perhaps your life is too hectic and you are simply going through the motions. Do you feel making financial decisions are too overwhelming and complicated? Maybe a trusted relationship has never been established with someone who has your best interest at heart. Regardless of your situation, we understand the issues and can help you cut through the clutter, providing meaning and purpose to your life. As retirement specialists, we take the leadership role in building comprehensive and customizable solutions for your retirement needs. We enable your wealth to continue to grow, while protecting it along the way, so ultimately it can be transferred to loved ones or charities at the end of your life. Private Client Services does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Private Client Services reserves the right to monitor all e-mail. Any information provided has been prepared from sources believed to be reliable, but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
