Aurora Financial Strategies

About the Firm

Aurora Financial Strategies is an independent financial advisory team based in Kokomo, Indiana. We are fueled by a deep commitment to empower our community, clients, families, and friends to achieve financial success and freedom. We believe everyone deserves a life where money anxieties are minimized and dreams can be pursued with confidence.

Our Core Values

Every interaction at Aurora Financial Strategies is guided by our unwavering principles:

• Client-centeredity: We prioritize your needs and goals above all else.
• Honesty and transparency: We provide clear and open communication throughout our process.
• Personalized strategies: We tailor our approach to your unique financial situation and goals.
• Open and accessible: We are committed to making financial planning accessible and understandable to everyone.

What We Do

We offer a comprehensive range of services to meet your diverse financial needs, including:

1. Financial Planning

• Developing personalized financial plans that align with your unique goals and circumstances.
• Establishing financial goals and tracking your progress.
• Creating a budget and managing expenses.
• Developing an investment strategy aligned with your risk tolerance and potential for growth.

2. 401(k) & Retirement Asset Management

• Comprehensive analysis and optimization of your 401(k) plan.
• Guidance on maximizing contributions and investment strategies.
• Creating a personalized retirement savings plan for your unique situation.

3. Life Insurance

• Evaluating your life insurance needs and identifying potential gaps in coverage.
• Guiding you through the process of selecting the right life insurance policies.
• Providing ongoing review and adjustment of your coverage over time.

Our Team

Our team comprises experienced professionals who are passionate about empowering individuals to achieve financial stability and success. Each member brings unique expertise and a genuine desire to help others. We are dedicated to building lasting relationships with our clients and guiding them towards financial success.