3333 Founders Road,  - Indianapolis, IN 46268 - (317)471-8500 - Fax (317)872-8501

An effective personal financial plan serves several vital functions. It facilitates the client in achieving educational and retirement goals. It maximizes wealth and minimizes income and estate taxes. It provides a financially secure future for family members.

At Charles A. Spillman & Company we have the experience to help you and your family address the multitude of issues involved in personal financial and estate planning. As part of your advisory team, we administer plans to meet retirement, insurance and educational needs, as well as comprehensive estate and gift plans, each designed to achieve your individual goals. Our accountants constantly monitor external factors which impact these plans, such as changes in income, estate and gift tax laws. We work in conjunction with our client's legal and banking representatives to ensure the best possible results.