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Few things are as personal as money. It provides for the present and determines the future. Managed well, it’s security and peace of mind. At Riverbend, we help you manage it well.
Your goals and dreams matter to us, and we’re honored to work alongside you to help you achieve them. We never take your trust for granted.
We get to know you personally…to understand how you look at life, finances and legacy. Only then do we feel comfortable developing financial strategies to help you meet your goals.
We operate with a fiercely independent mindset…we have no obligation to other companies, and we are not required to sell any products. Our focus is you.
At Riverbend, we follow four fundamental steps.
We take time to truly understand you, your goals and your values.
We offer expert financial planning and investment management advice to help you make decisions with confidence.
So we check in regularly to make sure your goals are the same, to help you understand how changes in the marketplace might affect you, and to adjust as needed.
We take our fiduciary role seriously, so your interests are our top priority, in everything we do.
All your tomorrows depend on the investment choices you make today. So working together, we identify your investing goals and values. We determine your level of risk tolerance. We offer recommendations…and we tell you why. We continually review and monitor your investments, the economy and the market to keep you on track. Plan. Advise. Review. Repeat.
A complete financial plan is more than investment management. It’s retirement planning so you can choose when to retire with confidence. Estate planning so you can leave the legacy you desire. Life, disability and long-term care insurance to protect you from the unexpected. Tax strategies to help minimize your tax burden. Cash flow and distribution planning. And more.
812.284.9929
605 North Shore Drive, Suite 104
Jeffersonville, IN 47130
Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA (https://www.finra.org) and SIPC (https://www.sipc.org). Andrew Burdsall, Adam Henley, Amanda Janssen, Kristina English are Registered Representatives and Financial Advisors. Riverbend Financial Group, LLC, Riverbend Tax Services and Bookkeeping, Inc. and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Tax preparation services provided by Riverbend Tax Services and Bookkeeping, Inc., as Osaic Wealth and its representatives do not provide tax services or advice. *As neither Riverbend Financial Group, LLC nor Osaic Wealth offer legal advice, please consult with a professional in this area regarding your particular circumstances before acting on any financial recommendations. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.