Joseph Hay
Joseph Hay CFP® & Lance Keesling CFP®
317-956-6955
joe@indyadvisors.net
Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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Welcome to Our Company

Indy Advisors is a fee-only
Investment Advisory firm 
that prides itself on
unparalleled service and performance. 

We are committed to providing unbiased advice and prudent strategies for investing. 

Our services are always tailored to your unique needs. 

We provide investment management, retirement planning, 
risk management, cash flow analysis,  tax  and  estate planning. 

Our fee-only approach allows us to serve you without compromise. 

We do not work on a commission basis, 
nor do we benefit from recommending any particular course of action. 

Our reward is satisfied clients!
 
 
 
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Investment Advisor Representative of and Advisory Services offered through Indy Advisors, LLC

A State Registered Investment Advisory Firm.



This communication is strictly intended for individuals residing in the state(s) of FL, GA, IL, IN, NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.