Aurora Financial Strategies

Aurora Financial Strategies is a financial planner in Kokomo, IN, located at 2705 S Berkley Rd STE 1B. It holds a rating of 5.00 based on 5 reviews.

The firm serves clients in Kokomo and Indianapolis, having operated in the greater Kokomo community for over a decade. The team provides asset management and financial advisory services, with a focus on helping clients reach their financial goals. They offer advice on financial planning, investment management, business and individual 401(k)s, and life insurance.

Bill Cardwell, CFP®, serves as the President and leads the firm. He is a graduate of Manchester University with a bachelor’s degree in Finance and a minor in Economics. Prior to founding Aurora Financial Strategies, Cardwell served as the Director of Financial Planning at a Registered Investment Advisor, creating financial plans for advisors nationwide. He established the firm to operate independently, free from sales quotas and product placements, allowing him to tailor plans to individual client needs.

The firm utilizes eMoney, a financial planning platform, to help clients track progress toward their goals. Their process involves meeting with an experienced planner to establish a unique plan covering savings, investments, retirement, education, emergencies, insurance, and major purchases. Clients then monitor their progress and make adjustments as circumstances change.

Aurora Financial Strategies does not have minimum requirements to become a client. They serve young professionals, business owners, retirees, medical professionals, tech professionals, and job changers. The team works with clients in 14 states and three countries.

Aurora Financial Strategies sits on S Berkley Rd in Kokomo, IN, about 0.2 miles from West Lincoln Road and 0.3 miles from Kokomo High School.

BizScoreAI gave the business a Technical score of 88 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.