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Indicator Advisory Corporation

Indicator Advisory Corporation

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FREE! Quarterly Wealth Building Digest

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WE SEEK INVESTMENT OPPORTUNITIES FOR OUR CLIENTS AT THE INTERSECTION OF INNOVATION, GROWTH AND PROFITABILITY 

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"Be fearful when others are greedy and be greedy when others are fearful."
by Warren Buffett

Solutions for every life stage

Account types we service:

  • Private Placement Variable Annuity Unlimited Tax Deferral
  • Individual accounts
  • Joint accounts
  • Traditional, Roth, SEP and rollover IRAs, 401-k, 403-b
  • Coverdell tax-free and 529  education savings accounts, (ESA)
  • Corporate accounts
  • Trust accounts
  • Cost-effective variable annuities to defer taxes
  • Y.E.S. (Yield Enhancement Strategy) that features month dividend reinvestment for individuals with a minimum investment of $10,000
  •  Y.E.P. (Yield Enhancement Program) that features month dividend reinvestment for corporations 

Investment Options

  • Common Stock
  • Bonds
  • Preferred stocks
  • Global Investing
  • Broad market indexes
  • Global indexes
  • Exchange Traded Funds, (ETF’s)
  • Institutional Quality Mutual Funds

Why Invest?

History has demonstrated the value of investing to counter the three demons; Taxes,  Price Inflation, and upon retirement; Required Minimum Distributions, (RMD’s).

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We Specialize in helping small businesses, medical practitioners, nurses and accountants. 

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Additional info

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  • Request our Forms ADV Part II

Contact info

  • Mailing:  3061 Shoreland Avenue, Toledo, Ohio 43611
  • By Appointment Only: 235 14th St, Toledo, OH 43604, Suite 508
  •   419-726-9000
  •  Toll Free: 1-800-547-7888
  •   wealth@indicatoradvisory.com

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