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Sara A. Wiencken
Sara A. Wiencken
Financial Advisor
Financial Planning Associate
111 Monument Circle
Suite 3100
Indianapolis, IN 46204
tel: 317-263-8756
toll free: 800-624-2545
fax: 317-263-8730
Email Me
Welcome Associations Education Services
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Network of Women in Business
  • Co-Chair of Membership
  • Co-Chair of Enterpreneurship Special Interest Group
Education and Licensing
  • Master's of Business Administration
    Loyola University Chicago
    Chicago, IL
  • Magna Cum Laude
    Loyola University Chicago
    Chicago, IL
  • Bachelor's of Business Administration
    Ohio University
    Athens, OH
  • Series 7 & 66 Licensed
  • Life, Health & Long Term Care Insurance Licensed
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
Bulletin Board
  • Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? Call to develop a plan for achieving the retirement you envision.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Sara A. Wiencken is licensed in the following state(s): AL, AZ, CA, CT, FL, GA, IL, IN, LA, MD, MI, NC, OH, OR, TN, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

100 Point Commentary (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

How You Can Survive a Layoff (pdf)
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