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 are fiduciaries, meaning we prioritize your interests over our own.

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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

Our pricing reflects the scope of planning and advice we provide, with a clear and consistent structure you can trust.

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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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Our Footnotes

23. Friday Footnotes

Bookends Financial Planning emphasizes the importance of estate planning, noting that it’s a critical topic in client meetings. They highlight that having legal documents expressing one’s wishes is crucial to avoid difficult decisions during a crisis or grief. In partnership with Trust & Will.com, they offer a 10% discount code for creating estate planning documents. Clients can choose a package, follow prompts, and have documents printed and mailed. Mobile notary services are available through T&W, or Indianapolis-area clients can schedule a signing appointment at the Bookends office. The email also provides contact information for the Bookends Financial Planning Team and disclaimers regarding investment advisory services

Posted on June 3, 2021 by Sarah Boston

22. Friday Footnotes

Last week, the market experienced a brief pullback, with the S&P 500 declining 3.4%. Despite this volatility, fear indicators remained subdued, suggesting no significant systemic risk. After a robust rally, the market could benefit from a period of consolidation. Weakness is seen as an opportunity for selective accumulation. Cyclical and growth sectors, such as Technology, Industrials, Consumer Discretionary, and Communication Services, have led the market higher. This broad participation supports sustained strength. The long-term outlook for equities remains positive, supported by technicals and macro trends.

Posted on June 3, 2021 by Sarah Boston

21. Friday Footnotes

Bookends Financial Planning announced their office closure on Monday, May 26th, for Memorial Day. The firm celebrated Jack Boston’s achievements in May, including his graduation from IU and passing the Series 65 exam, making him an official Financial Planner. The document also lists the Bookends Financial Planning Team with their respective roles and contact information. It includes disclaimers about investment advice, third-party websites and email communications.

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