James A. Hopper, RFC

About Us

When we put our team together, we had one main mission in mind–Help Indiana residents take the stress out of money! Financial stress causes a ripple effect causing workplace struggles, school issues and relationship strain for individuals and families. We work with successful people aspiring to a work-optional lifestyle. For some people, this means they can retire completely with the confidence that their money will long outlive them. For others, it means they can have an encore career–something they have always wanted to pursue.

Our business is built on relationships. Our clients become family. We don’t give handshakes, we give hugs. We pride ourselves on getting invited to graduation parties, weddings and other family functions. One of the biggest assets we have is the relationship we have with our broker dealer, Money Concepts. We are 100% independent, which allows us to focus on the needs of our clients only and not on the agenda or sales requirements of a parent company.

Our 3D Process¬†gets to the heart of the client. We help guide our clients to work toward what matters most to them by only focusing on the things we can control. Generally, people are focused on their families, occupations and recreational interests. We use money as a tool for clients to accomplish their goals and provide a road map for them to get there. By focusing on our clients’ “why”, the things that matter most to them, our team formulates a comprehensive plan to show them how to live their best lives.

Services offered:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Life Insurance Reviews
  • Long-Term Care Assessments
  • College Planning
  • 401(k) Optimization & Rollovers
  • Medicare Plans & Reviews

Small Business Planning:

  • Group Retirement & Life Insurance Plans & Reviews
  • Small Business Owner IRAs
  • Succession Planning
  • Buy/Sell Agreements

INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC. All securities through Money Concepts Capital Corp. Member FINRA/SIPC. WES Financial Planning & Advisory is an independent firm not affiliated with Money Concepts Capital Corp.

Our Location

James A. Hopper, RFC

8250 Haverstick Road, Indianapolis, IN, USA

Service Area

We service primarily central Indiana, but we have been able to work with people around the state via Zoom. If you are in Indiana, we will be here for you.

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