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5333 East 72nd Place, Indianapolis, IN 46250

463-345-4849
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Meet William Pfadt

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

A collaborative approach adds perspective to all I do and provides increased benefits to my clients.

William Pfadt, CFP®, ChFC®, CLU®

Owner/President

317-590-9634

william.pfadt@lpl.com

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique—no two clients are alike. Personalized service is essential when matching clients with comprehensive and customized financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in--whether purchasing a first home, financing a child's education or planning for retirement. A plan must reflect its owner's personal or business situation and highlight those financial products that best fit it.

If you ever have questions about how your money is invested, I welcome your call. We will set up at time to review your investments and address any questions you may have. Contact me today.