Wealth Accumulation Planning

Wealth ManagementYou've worked hard to get to where you are. You've accumulated wealth that you want to protect from creditors and litigants, and eventually pass on to your heirs with as little as possible paid in taxes. Over the years, Gatlin Rago CPA Group has helped many people throughout IN protect and preserve their assets. 

Our services are designed to help business owners and professionals who do not have time to manage their assets; family members who want to separate their personal assets from a family business; and large families with many assets.

Wealth Management Consulting

We help our clients simplify their complex financial lives, preserve wealth and achieve their financial goals. As sophisticated financial professionals with specialized expertise, we offer attentive personal service and independence that can't be found at larger institutions and banks. Contact us today at 219-462-7544 to learn more.

Wealth Management for High Net Worth Individuals

Trusts and Estate Tax Services