GUIDANCE FOR
Retirees’
FINANCIAL FUTURES
Financial Advisor for Retirement in Indiana
Smart, personalized retirement planning — so you can focus on enjoying what’s next.
You’ve worked hard to get here. Let’s make sure your money does too.
Retirement should feel like a reward — not a question mark. Whether you're newly retired or just a few years in, navigating income, taxes, investments, and healthcare can feel overwhelming. You deserve a financial advisor who understands the specific needs of retirees in Indiana — someone who can simplify the complex, and help you make confident decisions with your money.
At Aurora Financial Strategies, we specialize in helping retirees protect what they’ve built and enjoy the freedom they’ve earned. Led by Chief Investment Officer Austin Crites, we offer tailored guidance that aligns with your lifestyle, goals, and risk tolerance.
Retirees often ask us things like…
“Do I have enough to last through retirement?”
“How can I reduce my tax burden now that I’m no longer earning a paycheck?”
“What’s the best way to draw down my accounts — and in what order?”
“How do I balance spending now with leaving something behind for my kids?”
These are exactly the kinds of questions we’re built to answer.
No jargon. No judgment. Just smart, strategic guidance from someone who gets it.
How Aurora Helps Retirees in Indiana
We take a holistic approach to retirement planning, covering:
Income Planning: We help create a tax-efficient withdrawal strategy from your 401(k), IRA, Social Security, and other accounts.
Investment Management: Your portfolio shifts as your goals do. We manage risk and aim for steady, sustainable growth.
Tax Strategy: Indiana retirees face unique tax considerations. We help you keep more of what’s yours.
Legacy Planning: Whether it’s a gift to your family or your community, we’ll help structure it wisely.
Healthcare Costs: We factor in rising medical expenses and long-term care, so you’re not caught off guard.
Every plan is tailored. No templates. No assumptions.