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  Bruce's Background

Bruce Hartrich, respected financial educator in central
and west central Indiana as well as east central Illinois, specializes in teaching retirees and pre-retirees strategies to preserve their assets, increase their income and reduce income taxes by up to 50%. 

Bruce has helped over 500 people with their financial planning.  Clients include employees of Vigo County School’s, retired Federal Employees, former employees of International Paper as well as Farmers. 

Financial Planning is essential to seniors and family caregivers.  Protecting your assets as you age is important and Bruce understands this.  His goal is to positively affect
the financial lives of all who attend his educational seminars and/or read his educational booklets. 

To live a comfortable life, without the stress of money worries surrounding financial-issues, you need a clear understanding of how to make your money work for you.  With the ever-changing tax laws, changes in Medicare and Medicaid, either you have to become an expert yourself, or you need assistance from an expert. 

Bruce has successfully completed a 22-part program of study which provided expanded knowledge on financial and health matters facing seniors in these constantly changing times.

Bruce and his wife Libby have three children:  Abbey, Payton and Tess.  His hobby (when he is not making people richer)
is working on his tennis game.

 Calendar Updates

Please mark your calendar for the following upcoming seminars:

Title:  Retirement Planning Workshop
Date:
Thur, March 13th, 2008
Time:  11:30AM & 4:30PM
Place:  Ponderosa Steak House
           499 S. Indiana
         Mooresville, IN


Title:  Retirement Planning Workshop
Date:
Thur, April 3rd, 2008
Time:  11:30AM & 4:30PM
Place:  Golden Corral
         Terre Haute, IN

 

  More News:

 

Check out this new WebDirectory:
www.SZIGG.net

Bruce is now a member of the National Ethics Bureau (NEB).  Their Website is
www.ethicscheck.com
 

Have you been thinking about your IRA distributions?  If so, give Bruce a call so that your IRA won't just be an IOU to the IRS!

 

 

 

Advisory Services offered through Envision Investment Advisors, LLC., An SEC  Registered Investment Advisory Firm.

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