The Bookends Story

Financial Adviser Mike Wetzel has four daughters, and like any father, one day hoped that one of his girls would follow in his footsteps as a business owner and financial planner. Sarah Boston, his eldest, started in the industry as an intern while at IU’s Kelley School of Business. His youngest, Heidi Hargis, entered the industry while still in high school. Mike started calling Sarah & Heidi his “bookend” daughters, a moniker the girls were not fond of at first…

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Financial planning

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Independent & Client-Focused

We prioritize your best interests, free from conflicts of interest.

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Personalized Approach

We take the time to understand your unique financial goals and aspirations.

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Fee-Based Structure

Pay only for the services you receive, ensuring transparency and alignment.

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Experienced Team

Benefit from the combined wisdom and perspective of our seasoned advisors.

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Technology-Driven

Leverage cutting-edge tools for clear communication and efficient plan management.

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Questions? Read our FAQs

We answer commonly asked questions for prospective and current clients.

The Planning Process

We start by getting to know you: building a relationship, understanding your goals, and reviewing what’s needed. From there, we design your plan, help you put it into action, and keep track of your progress. As life changes, we’ll review and adjust your plan together, and we’ll work with other professionals when needed to keep everything aligned.

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Bookends Financial Process

Our Friday Footnotes

6. Friday Footnotes

This issue reflects on the current environment, noting that “The more things change, the more they stay the same” and emphasizing the importance of being “Actively Patient”. You will read about the US Treasury’s actions, including refinancing debt at higher rates. It presents a report indicating that Tariff Rates are worse than originally expected, including […]

Posted on June 3, 2021 by Sarah Boston

3. Friday Footnotes

In this issue, you will find information related to the ongoing tax season, including tips on how to access forms and contact the office for assistance. A significant portion addresses Four Questions concerning recent market volatility, discussing its causes, potential recovery scenarios, and factors that could lead to further market declines. It also mentions an […]

Posted on June 3, 2021 by Sarah Boston

2. Friday Footnotes

This issue contains a discussion about the concept that Timing the Market is Impossible. It explains that a significant portion of market moves happen on just a few good or bad days. You will read about market reactions to news events, questions regarding Social Security, and the importance of regularly reviewing your financial plan.

Posted on June 3, 2021 by Sarah Boston

Contact us

  • Phone: 317-859-2502
  • Fax: 317-859-2503
  • Toll-Free: 866-859-2502
  • M-F: 9am to 5pm
  • Saturday: By appointment
  • Sunday: By appointment

7320 US 31 S,
Indianapolis, IN 46227