Alan P Gribble
 

Contact

Office: 317-733-4978
1555 W Oak St Ste 110
Zionsville, IN 46077-1840

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Refer a Friend

Do you know someone who might share your concerns about financial security?

 
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Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Personal Needs Analysis
    Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
  • Business Succession
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.