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1905 South New Market Street, Suite 259, Carmel, IN 46032

317-810-1080
duke@haleywm.com
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You only get one life. Make it a great one.

What We Do
Forging a Path Together

As a financial advisors, our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

How We Help
We offer a wide variety of financial services.

When you work with us, you're part of the family. We can help you address your needs today and for many years to come.


Retirement Income Planning

 Income in retirement can be impacted by many factors including longevity, market shocks, inflation, consumption patterns, healthcare costs, and legacy goals. The investment strategy used while saving for retirement needs to adapt to produce income during retirement. We help our clients in planning and managing retirement income while considering the above elements.


Investment
Management

We use your needs and values to create an investing strategy that balances risk and reward to help you pursue your goals.
Cross-generational planning: Feel the reward of planning a financial legacy. Whether for children, grandchildren, church, or charity, let us help you discover the right approach for your situation and objectives.


Retirement Savings

We seek to inspire and encourage you to meet your retirement savings objectives while providing education on available options.
Values-based planning: We consider your values the cornerstone for designing your portfolio and plan. Your beliefs, goals, and vision dictate the small decisions, just as the brush strokes are dictated by the big picture. Impact investing and personal values planning create an opportunity to do good for others while doing well yourself


Value-Based Planning

We consider your values the cornerstone for designing your portfolio and plan. Your beliefs, goals, and vision dictate the small decisions, just as the brush strokes are dictated by the big picture. Impact investing and personal values planning create an opportunity to do good for others while doing well yourself.

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Our Core Values

We bring integrity, commitment, flexibility, and kindness to each relationship, with a focus on a common priority: the client.

Integrity

Honesty, fairness, and ethics are the foundation of our culture.

Commitment

We make a difference in our community through quality, excellence, and service.

Flexibility

We offer solutions based on being open-minded, resourceful, and committed to mutual win-win.

Kindness

In all things, consideration and compassion with a human touch guide our decisions.

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.

How We Help
Who You Work With Makes A Difference

I follow a rigorous disciplined process that always begins by listening to my clients. My clients speak and I learn – I learn about their past experiences, their current situation, and their dreams and aspirations.

With the information my clients share with me, I go to work. I study and analyze the information, model, and develop various ways to help them pursue their financial objectives.

When I have developed the appropriate strategies, I explain my findings, my recommendations, and advice in plain, simple English – no technical jargon.

And when I reach an agreement with my clients to implement those strategies I do so in an independent, objective, and cost-effective manner.

Then I continually monitor and evaluate the plans that have been put in place and we adjust whenever necessary – as market conditions change; as changes occur in tax laws and regulations; and as changes occur in the lives of my clients and their families.

Know More About Us


Duane Haley

- CEO of Retirement & Invest Group

Duane Haley

Resources
Articles and Events

A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

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Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

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White Elephant Inheritance

White Elephant Inheritance

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