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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Advisors near 46613

Out of 400,000+ nationwide

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Henry S

CFA®, Series 65

Granger, IN

Devotion Capital Management

Active portfolio management Concentrated stock management Income planning
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Rakesh M

CFP®, Series 63, Series 65

South Bend, IN

Mehta Money, LLC

Annuities
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Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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William V

Series 66

Granger, IN

Integrity Wealth Advisors

Wealth management College savings (529s, UTMA, etc.) Annuities
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John R

Series 65

Mishawaka, IN

Rosenthal | Henry Capital Advisors, Inc.

Active portfolio management Options & derivatives strategies
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Ronald S

CFP®, Series 63

South Bend, IN

Creative Financial Planning Advisors, Inc.

General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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Marlin S

CFP®, Series 63

South Bend, IN

Creative Financial Planning Advisors, Inc.

General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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William V

Series 63

Granger, IN

Integrity Wealth Advisors

Wealth management College savings (529s, UTMA, etc.) Annuities
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Eric K

Series 63, Series 65

South Bend, IN

Kestrel Wealth Management, LLC

Active portfolio management
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Michael A

CFP®, Series 65

South Bend, IN

Golden Years Financial Advisors, Inc.

General retirement planning Social Security optimization General tax planning Business ownership considerations
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