For Retirees, Business Owners, and Dentists
Powerful yet unassuming; strong, safe and secure.
Sometimes it’s the things you notice the least that can have the greatest impact. Like a solid foundation. Or a sound financial plan. They work quietly in the background, allowing you to focus on everything else.
We know that life moves fast and often demands a lot. Big decisions carry even bigger implications. And when your family and future are what’s at stake, you need peace of mind that you are supported by a team that can connect it all together.
That’s Truss
At Truss, we connect what you’ve worked so hard for, with what’s possible – can I actually retire comfortably? What’s my business really worth? From tax efficient strategies to optimizing retirement, we provide expert guidance and support to help you make informed decisions at every step.
This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
True Wealth Management Built For You
We don’t chase returns or sell products—we craft, manage, and oversee financial plans that expertly guide you toward your goals. Whether you’re looking to spend more time with family, give back to the causes you care about, or secure your legacy, we ensure you move forward with confidence and purpose. Because true wealth isn’t just about numbers—it’s about living fully.
100+ Years of Collective Experience
Our team has been working with clients to secure their financial future since 2003.
1500+ Families Served
At the heart of our team, is the families we serve. We are proud to have helped more than 1500 plan for financial freedom.
10 Percent Back to Charity
We believe giving back is what life is all about. We proudly donate 10% of our profit back to our community.
Who We Serve
Our clients – dentists, doctors, successful executives, and business owners – are navigating practices, sales and succession plans. They don’t just need someone to manage their investments. They need comprehensive financial planning that aims to solve complex wealth and life needs while providing clarity and confidence for years to come.
If you’re like many of our clients, you’ve spent years working hard and saving diligently. Now that you’ve reached this next chapter, you might find yourself wondering—what’s next? We’re here to help you answer that question with clarity and confidence. We’ll show you how much you can comfortably spend and guide you in the most strategic ways to distribute your wealth, so you can fully enjoy what you’ve built.
Learn MoreOur Team is One of The Best
We’re honored to be recognized by Forbes as one of the top wealth management teams in Indiana. We’ve always believed in the power of our team and it’s gratifying to see that others do too!
Andy Hammond and Chad Reynolds have also been recognized by Forbes as two of the top financial security professionals in the state.
Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking developed by Shook Research, LLC. Data as of March 31st of the preceding year. Forbes Best-In-State Top Financial Security Professionals list (July 2023,2024). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.