Through your retirement years, we are here every step of the way. We invite you to take our short risk analysis questionairre.

Discover Your Risk Score Today

We work hard to help you choose the right retirement path.

At SimpliFinancial we believe in an educational approach, and are here for you. Our mission is to provide the families and businesses we serve with innovative financial strategies and solutions that are designed to provide financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at SimpliFinancial .

SimpliFinancial provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at SimpliFinancial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

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We Focus on You

We empower you to navigate today’s complex financial world. We customize strategies to fit your individual and family needs, as well as the needs of your small or large business.


Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.

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Access your important information 24/7.

With the Generational Vault you will never waste your precious time on the ceremony of the safe deposit box again. Every time you log into the vault, you have immediate access to detailed financial information. You can view a snapshot of your financial picture, a simple-to-understand summary of all your financial accounts, detailed records of your assets, important financial reports and dynamic charts.

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Meet the Team


Don House is a retirement planner who specializes in asset growth and protection, income planning and legacy planning. Licensed Insurance Agent, he has spent 39 years educating retirees on the strategies they can use to help protect their nest egg.

Kathleen Funk will be the first voice you hear when you call SimpliFinancial. In addition to her many duties overseeing office operations,Kathleen works closely with our clients to streamline the application process and will always provide any service or support needed.

Ryan Burklow oversees SimpliFinancial’s operational processes,marketing,and educational seminar planning. He has 10 years of leadership experience in corporate risk management,insurance,and strategic planning.

Josh House helps out in all areas of office administration. He also develops relationships with churches and other non-profit organizations to help them implement educational financial and retirement seminars for their membership.

Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score.

Get Your Risk Score Now

Services

Our agency takes pride in providing retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our services integrate aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

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COMRA

The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions. It’s the first step toward evaluating your finances using the most important criteria of all – your goals!

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Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

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Social Security Maximization

At SimpliFinancial we help our clients understand their Social Security benefits and educate them on how they can maximize their benefits.

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*

There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you just that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!

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Don House and Simpli Financial are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

*https://www.ssa.gov/pubs/EN-05-10147.pdf

What We Provide You

SimpliFinancial provides custom-tailored strategies to meet short- and long-term needs. Our goal at SimpliFinancial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

Tax Planning
Through our strategic alliance, we can help optimize your tax strategy.

Social Security
How can you maximize your Social Security benefits?

Retirement Strategies
Learn how to prepare for a steady retirement.

Want to know more about our services?
Learn More Now

Generational Vault

Keep your financial information safe and secure.

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

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Contact Us

If you have questions or would like more information about our services or solutions, please fill out the form below and we will respond shortly. Or simply contact our office by phone or email to schedule a no cost or obligation appointment with our team.

SimpliFinancial

Indianapolis
9465 Counselors Row, Suite 200
Indianapolis, IN 46240
(317) 999-9099
info@simpli-financial.com

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Richmond
108 S 7th Street
Richmond, IN 47374

(765) 373-8235
info@simpli-financial.com

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