Financial Plans & Strategies, Inc.

Maxwell Bigler is a financial advisor with Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Financial Plans & Strategies in 2023, he worked at Charles Schwab & Co., Inc. and Frontier. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning tailored to client objectives, with a focus on diversified allocations and ongoing portfolio supervision.

Maggie Meiners is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Plans & Strategies since 2015. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning with tailored advice implemented through diversified allocations and periodic portfolio supervision.

Grant Nailor is a Series 65-licensed advisor at Financial Plans & Strategies, Inc. with one year of industry experience. Prior to joining the firm, he held positions at Aon, Ritz Charles, and Amazon, among others. Outside of financial services, his background includes work at golf courses and a bakery. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management and financial planning tailored to client objectives, using diversified allocations and periodic portfolio supervision.

Bauer Schmeltz is a CFP® professional with nine years of industry experience, currently serving as an advisor at Financial Plans & Strategies, Inc. since 2020. His prior roles include positions at Charles Schwab & Co., Inc. and Foresters Financial Services. Schmeltz is also an owner and insurance agent of Financial Planning Investments Inc. and an investor in MVMT House in Indianapolis. Financial Plans & Strategies, Inc. provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning, typically implementing diversified portfolios with ongoing supervision and periodic reporting.

Christian Carleton is a financial advisor at Financial Plans & Strategies, Inc. in Greenwood, IN, holding a Series 65 designation with two years of industry experience. He has been with Financial Plans & Strategies since 2023 and has also worked at Butler University since 2020. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning, with tailored advice implemented through diversified allocations and ongoing portfolio supervision.

Lara Desotel is a financial advisor at Financial Plans & Strategies, Inc. with 12 years of industry experience and holds a Series 66 designation. She is part of a four-advisor team based in Greenwood, Indiana. Financial Plans & Strategies provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and employer retirement plans. The firm offers discretionary asset management and financial planning, typically implementing diversified portfolios with mutual funds, ETFs, equities, and fixed income, supported by periodic rebalancing and manager selection.