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Helping You Save on Taxes and Grow Your Net Assets

Finances are complicated.

Working with an experienced and qualified advisor can help.

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Services and Pricing

Both ongoing & one-time financial planning...

SERVICES

Investment management, tax planning, insurance planning, and goal projection all in one place from a competent and qualified financial advisor.

Could investing in a relationship with a fee-only financial advisor be what you need to reach your financial goals?

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MEET YOUR ADVISOR

Treavor Dodsworth, CFP®, CPA, CKA®

I became set on doing financial planning during my years at Olivet Nazarene University. Financial planning allows me to take the many moving pieces of someone’s financial life and put it together in a way that is useful to them. Many people do not realize the possibilities that are open to them until they begin planning intentionally.

I live in central Indiana with my wife of 5+ years, son, and newborn daughter. A girl that attended the youth group where we volunteered once told me: “You are like Spiderman . . . the nerdy guy that got the popular girl.” That pretty much sums it up. I feel very blessed to have the family that I do.

Meet Your Advisor

CONTACT ME

The first step is sending a message using the form below. I look forward to hearing from you!

THANK YOU FOR SUBMITTING!

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