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111 West Edison Road
Mishawaka, IN 46545

What We Do

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans and tax preparation, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

We may customize a sophisticated long-term plan in a variety of areas including:

  • Life Insurance
  • Retirement planning
  • Asset management
  • Financial planning
  • Reviews of retirement or qualified plans
  • Tax-advantaged strategies
  • Investment advising
  • College planning
  • Estate planning
  • Trust Administration
  • Insurance planning
  • Small business planning
  • Long-term care planning