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Financial Advisor

(317) 249-0785

Iconoclast Financial Services is not only a new financial services company but – in our opinion – it is a different type of financial services company.

At the core of what makes us new and different is our steadfast belief that the traditional personal financial methods of wealth creation, accumulation and distribution are archaic, ineffective, and inefficient.

The Need for Change

According to recent studies America's Middleclass is shrinking, and the divide between the haves and have-nots is increasing. In short, the rich are getting richer and the poor are getting poorer.3

"Sixty-six percent of the income growth between 2001 and 2007 went to the top 1% of all Americans."3,4 Furthermore, "in 1950, the ratio of the average executive's paycheck to the average worker's paycheck was about 30 to 1. Since the year 2000, that ratio has exploded to between 300 and 500 to one."3

Additionally, Iconoclast believes – as others – the traditional personal financial methods used by financial institutions were a catalyst for the current economic crisis. Larger banks carelessly managed our money while other financial institutions designed complex financial products that masked risk and were exempt from regulatory scrutiny. At the same time, many Americans borrowed more than they could afford or signed contracts they did not fully understand. "Ensuring this crisis never happens again will require new rules to protect consumers and better information to empower them."5

Why Iconoclast?

Iconoclast Financial Services exists because we recognize the need for additional caring and competent financial services representatives. We are here to heed the call of our national leaders1,2,5 - for all stakeholders to do one's part to help improve the financial wellness of our citizens, communities, states, and our country.

Our business philosophy is unique in that we commit to our clients that we will be there with them every step of the way–from planning to implementation. We will help guide and educate you on how to create, grow, maintain, and transfer your wealth.

Iconoclast Financial Services supports current and innovative social entrepreneurial, educational, political and financial thinking that America must educate itself to a new and improved economy. The opportunity to become financially literate is a right that should be afforded every American.1,2,5 Educating any and all, reducing and eliminating financial illiteracy is now and shall always be Iconoclast Financial's greatest contribution to improving the U.S. economy and changing the world.

If you meet or do not meet the traditional socioeconomic financial planning standards, we believe Iconoclast Financial Services is the right firm for you – we have no limitation on assets or net worth. If you want to be served by a financial services firm that believes every American has an inalienable right to be afforded access to financial literacy, Iconoclast Financial Services is the firm for you. If you want to be served by a financial services firm that believes in the equality of all human being or as our motto states "Where I's become We's", Iconoclast Financial Services is the firm for you.

1 PRESS RELEASES – “Treasury and Education Recognize High Scoring Students in National Financial Capability Challenge.” Internet: January 26, 2011

2 Bruce, Mary and Jaffe, Matt. “Obama Administration Seeks To Improve High School Financial Literacy.” Internet: January 26, 2011

3 Synder, Michael. “The Middle Class in America Is Radically Shrinking. Here Are the Stats to Prove it.” Internet: January 26, 2011

3 Shaw, Jonathan. “America's Economic prospects—and cautionary lessons from Japan; After Our Bubble.” Harvard Magazine. July-August 2010: 38-44

5 1. Obama, Barack. “Presidential Proclamation-- Financial Literacy Month.” Internet: January 27, 2011