Halo Retirement Advisors

www.haloretirementadvisors.com

ALLOW US TO SHINE A LIGHT ON YOUR RETIREMENT FUTURE HALO RETIREMENT ADVISORS Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Norma "Sherri" Meyer (317) 813-5080 sherri@haloretirementadvisors.com Sherri Meyer is a graduate of Butler University. She is co-President of Halo Retirement Advisors and an entrepreneur in the financial and real estate areas. Sherri’s financial practice involves working with people who are retired or nearing retirement. She has seen people fail from bad advice. Therefore, Sherri has a process at Halo Retirement Advisors to educate people on their finances to assist in making sound financial decisions. She and her business partner, Jeane Anderholm, offer focus group meetings and seminars on financially related topics. Jeane Anderholm (317) 813-5080 jeane@haloretirementadvisors.com Jeane Anderholm has a personal story related to her own finances. She was forced to make major financial and retirement decisions alone. It was her knowledge and education that has guided her through her own process. She is passionate about informing and working with people retired or nearing retirement. As co-President of Halo Retirement Advisors, Jeane offers retirement planning workshops throughout the Indianapolis area. Together, with her business partner, Sherri Meyer, Halo Retirement Advisors offers complimentary consultations to assist their clients in making the right financial decisions.

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ALLOW US TO SHINE A LIGHT ON YOUR RETIREMENT FUTURE HALO RETIREMENT ADVISORS Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Norma "Sherri" Meyer (317) 813-5080 sherri@haloretirementadvisors.com Sherri Meyer is a graduate of Butler University. She is co-President of Halo Retirement Advisors and an entrepreneur in the financial and real estate areas. Sherri’s financial practice involves working with people who are retired or nearing retirement. She has seen people fail from bad advice. Therefore, Sherri has a process at Halo Retirement Advisors to educate people on their finances to assist in making sound financial decisions. She and her business partner, Jeane Anderholm, offer focus group meetings and seminars on financially related topics. Jeane Anderholm (317) 813-5080 jeane@haloretirementadvisors.com Jeane Anderholm has a personal story related to her own finances. She was forced to make major financial and retirement decisions alone. It was her knowledge and education that has guided her through her own process. She is passionate about informing and working with people retired or nearing retirement. As co-President of Halo Retirement Advisors, Jeane offers retirement planning workshops throughout the Indianapolis area. Together, with her business partner, Sherri Meyer, Halo Retirement Advisors offers complimentary consultations to assist their clients in making the right financial decisions.

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Country

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State

Indiana

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City (Headquarters)

Indianapolis

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Employees

1-10

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Founded

2018

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