Testimonials

People tell us they can’t find a solution like the CEO Plan® anywhere in Indiana.

Entrepreneurs love it because it provides access to equity needed to buy their own business. Bankers welcome the opportunity it provides them to make a loan. And brokers, lawyers and other advisors like it because it gives them a new solution to help their clients.

Read it in their words:

Brian Kistler, CEO, Freedom Financial Holdings
“This is not a complicated process, and you don’t have to jump through a lot of hoops. As I was starting my own holding company, I had a nice chunk of money in an old 401(k) but I couldn't touch it for my business until I ran it through this program. Simply put, the CEO Plan® is an absolute great way to use non-usable money.”

Mike Peters, CEO, Indiana Marine
"The Ceo Plan put me into business. The process was seamless, efficient and made a lot of sense when other advisors said it couldn't be done. More than a year later, Indiana Marine is taking off, and I'm doing what I love."

Greater Fort Wayne Business Weekly, May 28, 2006
“It (The CEO Plan®) could be of interest to anyone looking for entrepreneurial opportunity.”