Engage Financial Group

Financial Plans & Strategies, Inc. a Registered Investment Advisor, with over 40 years of experience. Our fiduciary responsibility is to our clients and our success is defined by the long term achievement of our clients' financial goals. We provide fee-based financial planning and investment advisory services to individuals and institutions. We offer individual stocks, bonds and mutual funds held in custody with TD Ameritrade. In order to develop a truly comprehensive financial plan, the plan must account for numerous contingencies. This process involves knowledge of other specialties such as law and insurance.

Sycamore Financial Group is a certified B Corporation based in Kokomo, IN, focusing on investment management and financial planning. The firm prioritizes building close relationships with clients to help them achieve their unique financial goals through customized strategies that emphasize solid returns, reduced volatility, and tax efficiency. As an independently owned and operated regional financial services corporation, Sycamore Financial Group utilizes repeatable processes to meet clients' investment needs. Their comprehensive approach aims to simplify financial decision-making, ensuring a client-centered experience that consistently delivers high-quality results. Generated from the website