Comprehensive Retirement Solutions

(on north meridian street)
Financial and Investment Services in Carmel, IN
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

11595 North Meridian Street
Carmel, IN
46032

About

Choosing an advisory firm is a big step toward your overall financial goals.

Every person deserves a knowledgeable financial advisor they can comfortably communicate with. We believe that education, experience and industry knowledge assist our team in communicating with you as well as developing a program that helps you reach your goals.

Our team is comprised of diverse backgrounds, training and skill sets. Collectively we bring over 50 years of financial experience to the profession. Each team member has specialized interests that work cohesively to meet your changing needs.

Additionally, our team is committed to having a positive impact on our community. Every member of our team has allocated time and resources toward programs and organizations that enhance and develop the community in which we live. We have served on advisory boards, committee chairs, members, leaders and volunteers at over thirty Indiana organizations.

Photos

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Latest

Agent Jane Bond wants you to know about how bonds help diversify a portfolio. CRSINDIANA.COM Jane Bond: Decoding Diversification
Do you know how missing the best and worst market days might affect your #portfolio? CRSINDIANA.COM It Was the Best of Times, It Was the Worst of Times
When it comes to investing, you may be your own worst enemy. CRSINDIANA.COM Don’t Be Your Own Worst Enemy
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. CRSINDIANA.COM How to Make the Tax Code Work for You
Where there's a will there's a way. Don't leave your estate unattended—update your documents. CRSINDIANA.COM Critical Estate Documents
You face sequence of returns risk. Know what it is? #investing #investmentrisk CRSINDIANA.COM The Investment Risk No One’s Ever Heard Of
Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in this latest commentary: https://bit.ly/31nO69V
Bedtime Story: U.S. Federal Tax Code. How many pages have you read? CRSINDIANA.COM Understanding Marginal Income Tax Brackets
It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA CRSINDIANA.COM IRA Withdrawals that Escape the 10% Tax Penalty
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit CRSINDIANA.COM Red Flags for Tax Auditors
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. CRSINDIANA.COM A Taxing Story: Capital Gains and Losses
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits CRSINDIANA.COM How Will Working Affect Social Security Benefits?
You’ll need to weigh several factors before retiring abroad. CRSINDIANA.COM Thinking of Retiring Abroad?
Are you ready for school—again? CRSINDIANA.COM Estimating the Cost of College
Even low inflation rates can impact your retirement outlook over time. CRSINDIANA.COM Inflation - Back to the Future
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit CRSINDIANA.COM What If You Get Audited?
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh CRSINDIANA.COM The Cycle of Investing
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor CRSINDIANA.COM Tax Deductions You Won't Believe
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams CRSINDIANA.COM “Dirty Dozen” Tax Scams to Watch For
Is your retirement portfolio subject to “sequence of returns” danger? CRSINDIANA.COM Retirement Income and the Traditional Portfolio
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. CRSINDIANA.COM Do You Owe The AMT?
Happy Halloween! #happyhalloween #trickortreat #cfp #financialplanner #taxplanner #carmelindiana
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health CRSINDIANA.COM Money Draining Food Myths
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance. CRSINDIANA.COM Retiring the 4% Rule
The tax rules that govern donating art are complex and confusing. #taxes #art CRSINDIANA.COM Donating Art: Taxation Abstraction
Veterans, we salute you. Thank you for all you have sacrificed, fighting for all of our freedoms. #usa #veteransday #veterans #ourmilitaryrocks #freedomisntcheap #financialplanning #financiallife #cfp #fpa #ea #enrolledagent #certifiedfinancialplanner #cpa #thankyou
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement CRSINDIANA.COM Social Security Benefits: How Much Will I Receive
No time is more critical than the end of the year to make sure you're taking advantage of opportunities to manage your tax burden. That's especially true this year, thanks to the CARES Act. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-nov20
Considering alternative investments? It’s critical to sort through the complexity. #video CRSINDIANA.COM Alternative Investments - Going Mainstream
The latest commentary from @CeteraIM discusses Joe #Biden being declared #President and potential implications from a divided government. Click here to read more: https://bit.ly/3lfQjMa #economy #markets #stocks #election2020
How much do you know about stocks? CRSINDIANA.COM How Stocks Work
Between the main courses of travel, food, and shopping, Thanksgiving holds special significance in the U.S. economy. Find out more by grabbing a fresh slice of the latest commentary from Cetera Investment Management: https://bit.ly/35ycKXD
Take an inside look into Simplified Employee Pension plans. CRSINDIANA.COM Is a SEP-IRA Right for Your Business?
Here are eight mistakes to avoid when #saving #retirement. CRSINDIANA.COM Eight Mistakes That Can Upend Your Retirement
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity CRSINDIANA.COM Social Security: By the Numbers
How much will you spend over the holidays? It may be more than you anticipate. Consumers surveyed reported an average of $1,325 in new credit card debt following the 2019 holiday season, with 57% saying they hadn’t budgeted for... CRSINDIANA.COM Strategies to avoid holiday debt
We are currently looking for a Financial Advisor Trainee and a Tax Intern for 2021. Are you interested or know someone that is looking? Apply at tifney@crsindiana.com https://www.crsindiana.com/p/be-a-part-of-our-team #internship #newcareer #2020jobsearch #carmelindiana
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy CRSINDIANA.COM The Fed and How It Got That Way
WTHR.COM NBC's holiday lineup from 'It's a Wonderful Life' to 'The Grinch'
There are many factors to consider before tapping retirement money to pay for college. CRSINDIANA.COM Should You Tap Retirement Savings to Fund College?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax CRSINDIANA.COM What Do Your Taxes Pay For?
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits? CRSINDIANA.COM 9 Facts About Social Security
The key to #healthcare in retirement might be a patchwork of different choices. CRSINDIANA.COM Extended Care: A Patchwork of Possibilities
We hope you had a wonderful day of thanksgiving! #cfp #financialplanning #certifiedfinancialplanner #retirementplanning
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor CRSINDIANA.COM Tax Deductions You Won't Believe
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams CRSINDIANA.COM “Dirty Dozen” Tax Scams to Watch For
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. CRSINDIANA.COM Monthly Market Insights | December 2020
Do global and international mutual funds complement or conflict with each other? CRSINDIANA.COM Global vs. International: What’s The Difference?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. CRSINDIANA.COM How to Make the Tax Code Work for You
Check out this video on taxes. #IncomeTax CRSINDIANA.COM The Facts About Income Tax
This Monthly Recap summarizes market performance, major events and news from November 2020. Read more here: https://bit.ly/3odtlXd
In the world of finance, the effects of the "confidence gap" can be especially apparent. CRSINDIANA.COM Bridging the Confidence Gap
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons. CRSINDIANA.COM When Markets React
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits CRSINDIANA.COM How Will Working Affect Social Security Benefits?
This person will be required to gather, interpret, process and coordinate financial and investment data in order to assist in developing new client relationships and continue servicing established relationships. Various daily activities include setting up new investment accounts, running analysis reports, preparing and processing paperwork for client accounts, analyzing current accounts, trading investment accounts, data gathering, financial planning data management, communicating with wholesalers on behalf of clients, developing new business opportunities, and assisting with education programs. Additionally, this position’s responsibilities include participating in, coordinating , keeping records for, and implementing the changes to the CRS investment models as recommended by the CRS investment committee. This position provides long-term in-depth hands on training, development and foundational knowledge for career development as an advisor. Compensation on a salary basis, and bonus eligible. COMPREHENSIVE RETIREMENT SOLUTIONS Financial Advisor Trainee
If you died, what would happen to your email archives, social profiles, and online accounts? CRSINDIANA.COM Safeguard Your Digital Estate
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement CRSINDIANA.COM Social Security: Maximizing Benefits
We will soon be posting educational videos on our YouTube channel... Subscribe to receive alert notifications at https://youtube.com/channel/UC9etND7r6ZROZ-Us6NWWHfA YOUTUBE.COM Comprehensive Retirement & CRS Tax Solutions - YouTube
Sharpen your pencils, it's time for @ceteraIM's 2021 #Outlook! The #economy will be going off to college and won't be getting as much financial support in 2021. Read the full 2021 Market Outlook here: https://bit.ly/2KAGVpe
The latest issue of Financial Watch reviews 5 of the most important financial lessons learned this year, and actions you can take as you plan for the new year. Read more: https://bit.ly/financialwatch-dec2020
The tax rules that govern donating art are complex and confusing. #taxes #art CRSINDIANA.COM Donating Art: Taxation Abstraction
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit CRSINDIANA.COM What If You Get Audited?
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options. CRSINDIANA.COM Encore Careers: Push Your Boundaries
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement CRSINDIANA.COM Social Security: Five Facts You Need to Know
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. CRSINDIANA.COM Tax Rules When Selling Your Home
Developing a retirement strategy? It's critical to know the differences between investment types. CRSINDIANA.COM Traditional vs. Roth IRA
Take an inside look into Simplified Employee Pension plans. CRSINDIANA.COM Is a SEP-IRA Right for Your Business?
Does it make more sense to push back #retirement, or not to retire at all? CRSINDIANA.COM Should You Ever Retire?
Your #creditscore may impact what you pay for auto and home #insurance. CRSINDIANA.COM Does Your Credit Score Affect Your Insurance Rates?
Working in Retirement: New trend or same old story? CRSINDIANA.COM Where Will Your Retirement Money Come From?
Have you heard these three common misconceptions about #SocialSecurity? CRSINDIANA.COM Don't Buy The Hype
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here: CRSINDIANA.COM Breaking Down the Parts of Medicare
Bedtime Story: U.S. Federal Tax Code. How many pages have you read? CRSINDIANA.COM Understanding Marginal Income Tax Brackets
As complex as the details of taxes can be, the income tax process is fairly straightforward. CRSINDIANA.COM How Income Taxes Work
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity CRSINDIANA.COM Social Security: By the Numbers
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor CRSINDIANA.COM Tax Deductions You Won't Believe
Check out this video on taxes. #IncomeTax CRSINDIANA.COM The Facts About Income Tax
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. CRSINDIANA.COM Monthly Market Insights | January 2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance CRSINDIANA.COM Rebalancing Your Portfolio
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz #economy #markets #stocks #election2020
Just entering retirement? Here's what you need to know. CRSINDIANA.COM 9 Facts About Retirement
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement CRSINDIANA.COM Social Security Benefits: How Much Will I Receive
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax CRSINDIANA.COM How to Appeal Your Property Taxes
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments CRSINDIANA.COM Are Alternative Investments Right for You?
It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in. CRSINDIANA.COM What Is a 1035 Exchange?
The latest issue of Financial Watch recommends 4 steps for strengthening your financial safety net in the new year. Read more: http://bit.ly/financialwatch-jan2021
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. CRSINDIANA.COM A Taxing Story: Capital Gains and Losses
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now. CRSINDIANA.COM Lesser Known Provisions of the SECURE Act
Learn more about whether you need to pay estimated taxes. CRSINDIANA.COM You May Need to Make Estimated Tax Payments If…
How much is enough for your emergency fund? CRSINDIANA.COM Your Emergency Fund: How Much Is Enough?
When was the last time you checked your credit score? #CreditScore CRSINDIANA.COM How Does Your Credit Score Compare?
Want to test your life insurance knowledge? Take our quiz and find out where you rank. CRSINDIANA.COM Test Your Life Insurance Knowledge
The latest commentary from @CeteraIM discusses the first FOMC meeting of 2021. Expect a discussion around #economy, fiscal #stimulus, and monetary policy. Click here to read more: https://bit.ly/2Yb7Qve #Fed #markets #stocks
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit CRSINDIANA.COM What If You Get Audited?
In the world of finance, the effects of the "confidence gap" can be especially apparent. CRSINDIANA.COM Bridging the Confidence Gap
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. CRSINDIANA.COM Do You Owe The AMT?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax CRSINDIANA.COM What Do Your Taxes Pay For?
You make your own investment decisions, but how familiar are you with the products? Take our short quiz. CRSINDIANA.COM What’s Your Investment IQ?
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4 #valatility #markets #stocks
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? CRSINDIANA.COM Retiring Wild: National Parks and You
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. CRSINDIANA.COM How to Make the Tax Code Work for You
What did it take to become the richest man in Babylon? CRSINDIANA.COM The Richest Man in Babylon
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit CRSINDIANA.COM Red Flags for Tax Auditors
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. CRSINDIANA.COM Tax Rules When Selling Your Home
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets CRSINDIANA.COM Emerging Market Opportunities
Agent Jane Bond wants you to know about how bonds help diversify a portfolio. CRSINDIANA.COM Jane Bond: Decoding Diversification
Working in Retirement: New trend or same old story? CRSINDIANA.COM Where Will Your Retirement Money Come From?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor CRSINDIANA.COM Tax Deductions You Won't Believe
Periodic withdrawals in retirement may not be such a good idea. CRSINDIANA.COM Systematic Withdrawals in Retirement
Earnings season can move markets. Find out why. CRSINDIANA.COM Earnings for All Seasons
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions. CRSINDIANA.COM Five Most Overlooked Tax Deductions
Check out this video on taxes. #IncomeTax CRSINDIANA.COM The Facts About Income Tax
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax CRSINDIANA.COM How to Appeal Your Property Taxes
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits CRSINDIANA.COM How Will Working Affect Social Security Benefits?
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments CRSINDIANA.COM Are Alternative Investments Right for You?
Do you know how missing the best and worst market days might affect your #portfolio? CRSINDIANA.COM It Was the Best of Times, It Was the Worst of Times
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity CRSINDIANA.COM Important Birthdays Over 50
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity CRSINDIANA.COM Perception vs. Reality
As complex as the details of taxes can be, the income tax process is fairly straightforward. CRSINDIANA.COM How Income Taxes Work
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax CRSINDIANA.COM What Do Your Taxes Pay For?
If you don’t have an #estatestrategy, here’s some reasons why you should. CRSINDIANA.COM Why Everyone Needs an Estate Strategy
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit CRSINDIANA.COM What If You Get Audited?
Does it make more sense to push back #retirement, or not to retire at all? CRSINDIANA.COM Should You Ever Retire?
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire CRSINDIANA.COM Social Security: The $64,000 Question
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St. CRSINDIANA.COM From Boats to Brokers
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too. CRSINDIANA.COM Investments
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity CRSINDIANA.COM Social Security: By the Numbers
What do you need to know in the face of post COVID-19 volatility? CRSINDIANA.COM Pullbacks, Corrections, and Bear Markets
Business owners should consider a succession plan sooner rather than later. CRSINDIANA.COM Succeeding at Business Succession
Sector investing may present an opportunity — if you do your homework. #investing CRSINDIANA.COM The Utility of Sector Investing
Do you have a will? Is it updated? CRSINDIANA.COM When Do You Need a Will?
Learn more about whether you need to pay estimated taxes. CRSINDIANA.COM You May Need to Make Estimated Tax Payments If…
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. CRSINDIANA.COM Tax Rules When Selling Your Home
When it comes to investing, you may be your own worst enemy. CRSINDIANA.COM Don’t Be Your Own Worst Enemy
Wall Street has a lot of cliches. How many do you know? #WallStreet CRSINDIANA.COM 16 Wall Street Cliches in 60 Seconds
With increasing wealth comes unique financial challenges. CRSINDIANA.COM Investment Challenges of the Affluent Investor
Congrats to Sam on his two year Anniversary with us! We are so glad to have him as a member of the team. #teamcrs #workanniversary #financialplanning #crsindiana #carmelindiana #cfp #retirementplanning
Attention Estate Executors: Do you know about the Alternate Valuation Date? CRSINDIANA.COM Understanding the Alternate Valuation Date
You've allocated your assets; you just may not realize it yet. #AssetAllocation CRSINDIANA.COM Asset Allocation
Do you know the difference between a global mutual fund and an international mutual fund? CRSINDIANA.COM Global and International Funds
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. CRSINDIANA.COM The Business Cycle

Information

Company name
Comprehensive Retirement Solutions
Category
Financial and Investment Services

FAQs

  • What is the phone number for Comprehensive Retirement Solutions in Carmel IN?
    You can reach them at: 317-844-5100. It’s best to call Comprehensive Retirement Solutions during business hours.
  • What is the address for Comprehensive Retirement Solutions on north meridian street in Carmel?
    Comprehensive Retirement Solutions is located at this address: 11595 North Meridian Street Carmel, IN 46032.
  • What are Comprehensive Retirement Solutions(Carmel, IN) store hours?
    Comprehensive Retirement Solutions store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.