Life should be the adventure. Your financial well-being should not. Our clients trust us to guide them safely through changing economic conditions and into the future they desire.
APPROACH TO WEALTH MANAGEMENT
We do not offer one-size-fits-all advice. Our clients are unique individuals with equally individual financial needs and goals. We start by getting to know you, so we can offer you guidance based on your financial picture. That includes learning about your family situation, your current financial situation and your future plans. Retirement income planning is a growing part of our business. We will work with your attorney, tax advisor and other third-party consultants, as appropriate, to help ensure that all of your important life decisions are smoothly integrated into a total wealth management solution.
Our philosophy is to treat each client as we would our own family and strive to build a meaningful, long-lasting relationship based on trust, integrity and superior client service. We are firm believers that diversification is the key to long-term investing.
STERGAR/LOVISON TEAM – Shelley and Terry Lovison have been working together to make a positive difference in their client’s lives since 2005. Terry Lovison is responsible for the research and development of their asset allocation models in addition to ongoing monitoring and evaluation of their clients’ accounts. Shelley works with clients to coordinate and implement financial plans as well as manage and service ongoing client needs.
Let them show you the THURSTON SPRINGER difference.
She and her husband, Mark, married in 2002. They have four grown children and reside in Brownsburg, Indiana, where they’re active members of the Bible Church of Brownsburg, enjoy traveling, the beach and wine tasting.