Financial planning for every chapter of your life

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Bookends Financial Planning team members
Remote team

Experienced. Independent. Intentional.

Our process is to connect and understand while we establish a relationship, gather information and review the scope. We design and monitor progress and revise as needed with periodic reviews. As we implement your plan, we continuously analyze your needs and collaborate with other professionals.

Sarah Boston

Financial Planner, Investment Consultant

Sarah.Boston@bookendsfp.com
Mike Wetzel

Mike Wetzel

Financial Adviser, Principal

Mike.Wetzel@bookendsfp.com
Chandy Wilcoxen

Chandy Wilcoxon

Financial Adviser

Chandy.Wilcoxon@bookendsfp.com
Gene Trueblood

Gene Trueblood

Chartered Financial Analyst (CFA)

Gene.Trueblood@bookendsfp.com
Mindy Christian Headshot

Mindy Christian

Operations Manager

Mindy.Christian@bookendsfp.com
Heidi Hargis Headshot

Heidi Hargis

Chief Compliance Officer

Heidi.Hargis@bookendsfp.com
Bridget Mueller headshot

Bridgett Mueller

Operations Assistant

Bridgett.Mueller@bookendsfp.com
Revenue Chart

The Bookends Story

Financial Adviser Mike Wetzel has four daughters, and like any father, one day hoped that one of his girls would follow in his footsteps as a business owner and financial planner. Sarah Boston, his eldest, started in the industry as an intern while at IU’s Kelley School of Business. His youngest, Heidi Hargis, entered the industry while still in high school. Mike started calling Sarah & Heidi his “bookend” daughters, a moniker the girls were not fond of at first. After many years, and much patience, Mike’s dream was realized when the opportunity arose for all three to work together in the same practice. Today, the Bookends name not only represents the family values that are the core of the business, but also the comprehensive nature of their financial planning practice.

Today, the Bookends name not only represents the family values that are the core of the business, but also the comprehensive nature of their financial planning practice.

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Revenue

Frequently asked questions

Account & terminology

How do I access my accounts?

Clients have the option to receive paper or online statements. Client Access allows clients online access to view accounts, access statements and tax documents, view financial planning and more.

How do I add/withdraw funds from my account?

For a distribution, you can request a check or we can link your bank account for easy movement of funds. In some cases, a form may be required for a distribution. For deposits, a check can be issued to Raymond James or we can request funds from a linked account. You can also set up automatic withdrawals or deposits. We will always have someone available to answer the phone and handle requests. For your security, we cannot accept financial transaction requests via email or voicemail.

What is a RMD?

Required Minimum Distributions (RMDs) are withdrawals that the federal government requires an IRA participant to take annually from his/her Traditional IRAs after he/she reaches age 72. A participant can withdraw more than the required minimum from the IRA in any year if he/she wishes, but if he/she withdraws less than required, a penalty tax will apply to the remaining required amount not withdrawn. RMDs are calculated to dispose of the entire interest in the IRA over a specified period of time. In addition to Traditional IRAs, most employer-sponsored retirement plans are subject to the RMD rules. Roth IRAs, however, are not subject to this rule. A participant is not required to take any distributions from a Roth IRA during his/her lifetime.

What is a TOD?

A Transfer on Death (TOD) is a legal agreement to facilitate the transfer of assets to his or her heirs upon death. TOD allows assets to be divided equally among beneficiaries or according to percentages determined by you. Investment assets will bypass probate and be transferred directly to specified heirs. Ask your adviser if this option is right for your estate.

Can I add a checking account/VISA to my brokerage account?

For added convenience, a checking account and/or VISA debit card can be added to a brokerage account. Fees may apply, discuss details with your adviser.

What is being done to protect my information?

We take protecting your confidential information very seriously. Our Privacy Policy can be found here and a paper copy is available upon request. Our Custodian, Raymond James has a robust program designed to reduce your risk of a compromise including encryption solutions, secure remote access, antivirus protection and a cyber threat response team. We take additional steps in the office by having updated security on internet services, server backup services, secure document disposal and a security alarm system.

Investing & planning

What types of accounts are available?

Retail brokerage, IRA, Roth IRA, Beneficiary IRA, Trust accounts and employer sponsored plans.

What financial planning services are offered?

We consider a client’s whole financial life utilizing retirement and financial planning software that allows us to identify and track client goals, determine appropriate asset allocation targets, analyze retirement withdrawal rates and clearly illustrate the probability of achieving retirement or any other goal.

What investment products are available?

Managed accounts, equities, mutual funds, ETF’s, bonds, UIT’s, alternatives, structured products, closed-end funds, options, annuities, life insurance and long term care insurance.

How do you decide what investment mix to recommend?

We make recommendations based on risk tolerance and guidance from the financial plan results. As independent fee-only advisers, we are not incentivized to make one recommendation over another and we do not offer proprietary funds. We strongly consider the cost of investing and are transparent on fees and expenses.

What are your fees and how are they paid?

We utilize a fee-based platform for money management; the fees vary based on portfolio and account size and come directly out of your investment account on a quarterly basis. For clients who prefer planning without investment management, we have an hourly rate and annual packages available.

What is a CFA?

The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute to investment and financial professionals. It covers a broad range of topics relating to investment management, financial analysis, stocks, bonds and derivatives, and includes a generalist knowledge of other areas of finance. Gene Trueblood is a CFA and manages customized portfolios for our clients.

What services and resources does the Raymond James Home Office provide?

We are independent advisors who have chosen Raymond James as our broker Custodian. We believe in the Client First culture and feel that the support we receive from home office is exemplary. From research and planning, education and development, Raymond James gives us the resources to serve our client’s needs.

Do you refer to other professionals for tax and estate planning services?

Yes. We believe in having strong relationships with professionals who cover areas of your financial life that we do not.

Do you have Trust services?

Yes, we work with any attorney or trust departments to manage trust assets.

Advisory team

Sarah Boston, Financial Planner, Investment Consultant

  • Graduate of IU Kelley School of Business
  • 20 years in financial services
  • Sarah is married to JJ and has 2 sons Tanner and Jack. She enjoys gardening, cooking, traveling, and volunteering.

Mike Wetzel, Financial Adviser, Principal

  • 20 years in financial services, over thirty years as a small business owner
  • Mike has been married to Laura Lee for 44 years and has four daughters, Sarah, Katy, Greta, and Heidi, and seven grandchildren. He enjoys boating, being active, and spending time with his grandchildren as much as possible.

Chandy Wilcoxon, Financial Adviser

  • 22 years in financial services and banking
  • Chandy is married to David, has two children, Brandon and Melissa, and four grandchildren. She enjoys baking, traveling, and is active in Susan G. Komen’s 3-Day walk for breast cancer research. 2020 will be her 12th walk and she has raised over $30,000!

Gene Trueblood, Chartered Financial Analyst

  • 35 years in financial services
  • Gene has a son Aaron and enjoys music and spending time outside.

Mindy Christian, Operations Manager

  • Nineteen years in financial services
  • Mindy is married to Chris and has a son Cameron. She enjoys reading, farm life, and Dr. Pepper.

Heidi Hargis, Chief Compliance Officer

  • Seventeen years in financial services
  • Heidi is married to Dave and has 2 girls, Sadie and Virginia. She enjoys spending time outdoors, reading, being active, and brownies.

How do I check an advisor’s professional background?

Follow this link to see employment history, certifications, licenses, regulatory actions, violations and complaints of any securities licensed individuals. You can also get information about the firm.

Bridgett Mueller, Operations Assistant

  • Sixteen years of customer service experience.
  • Bridgett is married to David and has three children, Abbigail, Samantha, and Mason. She studied all styles of dance for 15 years and now enjoys watching her daughters compete. She also enjoys taking cruises, spending time with her family, and Diet Coke.

Tina Barrow, Customer Services Representative

  • Over 20 years in customer service.
  • Tina is married to Randy and has a daughter, Sela. She enjoys crafting, being creative, and chocolate.

Contact us

  • Phone: 317-859-2502
  • Fax: 317-859-2503
  • Toll-Free: 866-859-2502
  • M-F: 9am to 5pm
  • Saturday: By appointment
  • Sunday: By appointment

Our Location

7320 US 31 S,
Indianapolis, IN 46227