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Randall Lehman and his team serve a variety of clients in and around Northern Indiana. His team is composed of Rob M Hayworth, CLU, ChFC, Kevin Bontrager, CLU, Pam Parr, Lori Oetting, Shan Barnett and Allison Marigny.
Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, Randall Lehman can help. He understands the complex financial issues and the ways in which these issues might affect your future.
Financial planning requires a commitment of time—yours and his. Randall Lehman will work to understand your current personal and financial circumstances and your goals for the future.He will work to do more than determine a planning solution.Randall Lehman will build a strategy that is right for you. Together, you and Randall Lehman will work to develop a financial plan that balances your short-term needs with your long-term goals.
And Randall Lehman will stay in touch, so as your needs evolve over time you can make the changes necessary to your plan protecting your overall financial picture for the future.
Let Randall Lehman help you ensure your financial future is all you want it to be.
Our Mission
"To create relationships built on a foundation of integrity and trust that motivate our clients to passionately pursue the fulfillment of thier dreams."
Our planning process educates and supports our clients in a team environment to help them define and achieve the most meaningful and important financial goals of their lives by integrating their values into a comprehensive wealth plan.
Innovative strategies focus on effective risk managment, wealth accumulation and wealth preservation to help our clients accomplish their objectives.
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