William T. Cummins, MBA, CFP

William T. Cummins, MBA, CFP

©©William Thomas Cummins, CERTIFIED FINANCIAL PLANNERTM professional, registered principal with LPL Financial, and founder of Retirement Counseling Services in Indianapolis, Indiana has been dedicated to assisting his clients in working toward lifetime financial stability since 1984. He believes facing the future with confidence requires right choices at the right time to establish a foundation designed to help eliminate much of the uncertainity we all face.

Bill works diligently with his clients to crystalize their financial objectives and then develops a comprehensive plan for them. The third critical step is to monitor the plan on a year-to-year basis and to implement corrections, whenever necessary. Because financial confidence is a result of an ongoing process, not a single event, Bill strives to develop long-term client relationships.

Thorough and innovative, Bill serves as financial consultant to hundreds of successful professionals, business owners and retirees. His approach is a match for individuals who want a well-conceived financial plan stressing long-term, value-oriented investing, supported by tax, and estate-planning strategies with a goal of lifetime financial independence.

Bill graduated from Indiana University with a B.A and earned a Master of Business Administration degree from the University of Indianapolis. He went on to earn the Chartered Financial Consultant (ChFC) and Certified Financial Planner designations.

Bill served 21 years, including seven on active duty, in various leadership and staff positions throughout his military career, retiring in August 2001, as a Major from the United States Army Reserves. Prior to entering the investment planning field, he was employed by the Dunn & Bradstreet Corporation as a business analyst.

Bill resides in Avon, Indiana with his wife Karen. When not working, he commits his energy to his family, friends, and church. His favorite leisure activities include working toward the private pilot license, running, reading, writng, watersports and traveling.

Fax 317-466-0399
Mobile Phone 317-690-0844