Among the ways an Index Gurus advisor can help:

• Offer one-time, periodic or ongoing financial or investment advice.
• Provide a financial checkup.
• Give a second opinion on portfolio design and asset allocation.
• Design one module or a complete financial plan.
• Provide periodic reviews and plan updates.
• Assist with plan implementation.
• Create a step-by-step plan of action for do-it-yourselfers to implement on their own.

Index Gurus can help with specific financial objectives:

• Ensure retirement income.
• Reduce tax burdens.
• Minimize the effects of inflation.
• Create and preserve personal wealth.
• Maximize wealth transfer.
• Establish charitable legacies.
• Reduce the risk of financially devastating events.
• Foster peace of mind through proper planning today.

Index Gurus advisor's services may include:

• Personal financial planning.
• Retirement planning strategies.
• Cash-flow spending plans.
• College funding advice.
• Stock option advice.
• Lump-sum distribution advice.
• Ongoing assistance or asset management.
• Life and disability insurance needs analysis.
• Second opinion on investments or current financial plan.
• Financial seminars
• Corporate employee financial education -- seminars on 401(k) s, employee benefits, etc.