FINANCIAL SERVICES

Planning your financial future is a complex undertaking. Grunawalt Baer Diaz Financial offers a multifaceted approach to help you take full advantage of your financial opportunities.

Financial Consulting from Grunawalt BaerFinancial Consulting

  • Net Worth Monitoring
  • Cash Flow Management
  • Educational Funding
  • Income Tax Planning
  • Retirement Planning
  • Estate Analysis
  

Investment ServicesInvestment Services

  • Wealth Accumulation Planning
  • Asset Allocation
  • Stocks & Bonds
  • Mutual Funds
  • Fee-Based Investment Advisory Service
 

Employment & Retirement BenefitsEmployment & Retirement Benefits

  • 401(k) Plans
  • IRAs
  • Simple IRAs & SEP Plans
  • Profit Sharing Plans
  • Cafeteria Benefit Plans
  • Non-Qualified Deferred Compensation Plans
  

Risk ManagementRisk Management

  • Personal Life Insurance
  • Corporate Life Insurance
  • Creative Insurance Funding
  • Key-Person Insurance
  • Term Life Insurance
  • Permanent Life Insurance
  • Individual Disability Income Plans

Long Term Care InsuranceLong Term Care Insurance

  • Retirement Income
  • Fund Long-Term Care Insurance With Other Products
  • Enjoy Your Retirement
  • Cafeteria Benefit Plans
  • LTC Insurance Can Assist in Wealth Transfer
  • The Need For Long-Term Care Should Be Discussed
  • We Have a Fiduciary Obligation to Discuss Long-Term Care Planning Options
    

Grunawalt Baer Diaz Financial
Winterton Office Park
1040 E. 86th Street, Suite. 44H
Indianapolis, IN 46240
Tel: (317) 846-9702 | Fax (317) 846-8742
Toll Free: (888) 846-9703
info@gbdfinancial.com

Grunawalt Baer Financial
Edison Lakes Corporate Park
4220 Edison Lakes Pkwy, Suite. 240
Mishawaka, IN 46545
Tel: (574) 271-3860 | Fax (574) 271-3870
Toll Free: (800) 540-3860
info@grunawaltbaer.com
 
Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Grunawalt Baer are not affiliated. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of CA, CO, IL, IN, KY, MA, MI, OH. Licensed for insurance sales in CA, CO, FL, IL, IN, KY, MA, MI, NY. A representative from Grunawalt Baer Financial will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.