HOMETHE INTREPID DIFFERENCE THE CREWINSIGHTS FROM THE BRIDGE CLIENT CENTER CONTACT US All Presentations Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. We are a Registered Investment Advisor offering Investment Advisory Services through Intrepid Financial Planning Group, LLC, a wholly owned subsidiary of Intrepid Financial, LLC. We are registered with the United States Securities and Exchange Commission (SEC) and additional information about Intrepid Financial Planning Group, LLC is also available on the SEC's website at: www.adviserinfo.sec.gov . The information on this website has not been approved, verified, or otherwise endorsed by the SEC or by any state securities authority. We are currently registered in Indiana, Illinois, Ohio, Virginia, Florida, California, Michigan, South Carolina, Nebraska and Texas. Residents of other states may be eligible to receive offers with prior approval. Please inquire if you reside outside one of the states listed above. The website is for informational purposes only. It is not to be construed as tax, legal, or investment advice. Sign Up for Our Newsletter Name Email Subscribe Contact Us Office: (317) 818-1776 | intrepid@intrepidfinancial.com 2454 E. 116th Street, Carmel, IN 46032