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You spend most of the year supporting students, classrooms, and your school community. Winter break is one of the few chances to slow down and focus on your own goals. Our schools are a vital part of the community, and the people who work in them deserve support as well. I intentionally set aside time during winter break to meet with school staff who want clarity around retirement, savings, and long term financial planning. These are simple, educational conversations with no pressure and no obligation. Just clear information, honest guidance, and a chance to make sure you feel confident about where you’re headed. Winter break appointments now available 📞 (317) 552-8919 ✉️ [email protected] 📅 calendly.com/austin-j-smith-mwarep/school-staff-meetings

Most business owners are focused on today’s fires, not tomorrow’s opportunities. A 401k can do both. If you want to strengthen retention and lower your tax bill while building your own wealth, let’s talk.