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Courtney Willey

10194 Crosspoint Blvd Ste 100
Indianapolis, IN 46256

Phone:

317-842-8488

Direct/Text: 317-922-1332

Fax:

317-474-6191

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Cetera Investors

Courtney Willey

Welcome! I'm thrilled to have you here. Whether you're a first-time visitor looking for some information or an existing client, I'm excited to share my knowledge and experience with you. I've spent the last decade in the financial services industry as an advisor to hard working people that want to retire comfortably. There are so many decisions and options along the way to this goal. Working with me means you don't have to make those choices alone or without knowing all the pros and cons.

My ideal client is anyone that has tangible financial goals they are willing to work hard to achieve. However, I work especially well with Women, Educators, young professionals, families, and the LGBTQ+ community.

My mission is to empower my clients to navigate their financial journey with confidence, offering specialized retirement planning strategies and personalized guidance to help them secure a comfortable and fulfilling retirement.

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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This calculator can help you estimate your annual federal income tax liability.

How Long Will Your Funds Last?

Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

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