Evan Lunsford - Old National Wealth Advisors - Terre Haute, Indiana

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Evan Lunsford – Old National Wealth Advisors: A Comprehensive Overview

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For individuals and families seeking expert financial planning and investment services, Evan Lunsford – Old National Wealth Advisors presents a compelling option. Located in Terre Haute, Indiana, at 1825 Lafayette Ave, this firm offers personalized guidance within the established framework of Old National Wealth Advisors. This document aims to provide a detailed overview of Evan Lunsford’s practice, highlighting his expertise, accessibility, and the services he provides, ultimately assisting potential clients in making informed decisions.

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About Evan Lunsford

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Evan Lunsford is a dedicated financial planner and a member of the Old National Wealth Advisors team. He specializes in helping clients navigate the complexities of wealth management, encompassing retirement planning, investment strategies, estate planning, and risk management. Mr. Lunsford’s approach is centered around building long-term relationships based on trust and transparency. He prioritizes understanding each client’s unique circumstances, goals, and risk tolerance to tailor solutions specifically to their needs. His experience within Old National, a long-standing and reputable institution, provides him with access to a wide range of resources and support, ultimately benefiting his clients.

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Services Offered

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Evan Lunsford – Old National Wealth Advisors offers a comprehensive suite of services, including:

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• Financial Planning: This service focuses on creating a roadmap for achieving clients’ financial goals, encompassing budgeting, cash flow analysis, and goal setting.

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• Investment Management: Mr. Lunsford assists clients in developing and implementing investment portfolios designed to align with their risk tolerance and time horizon. This includes asset allocation, security selection, and ongoing portfolio monitoring.

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• Retirement Planning: He helps clients plan for a secure retirement, considering factors such as income needs, Social Security benefits, and potential tax implications.

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• Estate Planning: Mr. Lunsford collaborates with estate planning attorneys to help clients develop strategies for preserving and transferring their wealth to future generations.

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• Risk Management: Protecting clients’ assets and ensuring their financial security are paramount. He assists in identifying and mitigating various financial risks.

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Location and Accessibility

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The firm’s physical address is 1825 Lafayette Ave, Terre Haute, IN 47804. Accessibility is a key consideration, and the office features:

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• Wheelchair accessible entrance

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• Wheelchair accessible parking lot

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• Wheelchair accessible restroom

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• Restroom facilities

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Appointments are highly recommended to ensure dedicated time and personalized attention. Clients can schedule appointments by contacting the office directly at 24601042.

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Online Resources

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For more information and to learn more about Evan Lunsford and Old National Wealth Advisors, please visit the company’s website: associates.oldnational.com. This website provides details about the firm’s services, team members, and investment philosophy.

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Client Feedback and Reputation

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Currently, Evan Lunsford – Old National Wealth Advisors has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While this indicates a lack of recent reviews, it's important to note that a new business or a firm undergoing strategic changes may not have an established online presence yet. The firm’s reputation is largely based on the positive standing of Old National Wealth Advisors, a well-respected financial institution.

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Key Contact Information

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Phone	24601042
Address	1825 Lafayette Ave, Terre Haute, IN 47804
Website	associates.oldnational.com

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In conclusion, Evan Lunsford – Old National Wealth Advisors offers a valuable service to those seeking comprehensive financial advice and management. Despite the current lack of online reviews, the firm’s association with Old National and Mr. Lunsford's expertise provide a solid foundation for potential clients to consider. Scheduling an appointment to discuss individual needs and goals is strongly encouraged.

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