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Financial Planning Solutions for Individuals and Business Owners

At Indario Advisory Services, we focus on helping individuals and business owners pursue financial well-being through expert guidance and customized strategies. Our primary mission is to analyze profits, minimize spending, and deliver specialized financial and advisory services tailored to our clients' unique challenges. By adopting a holistic approach, we integrate comprehensive strategies with personalized planning to assist our clients in navigating the complexities of financial management. Whether a business owner striving for financial independence or an individual aiming to secure your financial future, Indario is committed to being your trusted partner in working toward your goals.

SERVICES OFFERED

Comprehensive Financial Review

Financial Planning & Risk Management

Business Owner Planning

Ongoing Support

CONSULTANT PROFILE

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Warren McCrea
Founder - CEO

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Warren McCrea leads Indario Advisory Services with a dedication to building strong relationships and providing personalized, comprehensive planning and profit improvement for individuals and businesses.

 

He is the Author of "Micro Moves Mega Profits" and "From White Knuckle to Run Well", a Business Executive, and Financial Advisor specializing in profit improvement and strategic planning.

 

With over 20 years of experience in sales, consulting, and management, Warren has held key positions at Oracle, SAP, UKG, and ADP. He has also helped many small and medium-sized business owners establish a foundation for sustainable and measurable growth. 

 

Warren holds an MBA from Indiana 

University - Kelley School of Business and a Bachelor's degree from Ball State University. Warren is also a Financial Advisor with Prudential.

AVAILABLE SOON!

From the outside, your business looks busy and successful. On the inside, it can feel like you're white-knuckling the wheel—chasing jobs, fighting fires, watching cash come and go, and wondering if this whole thing is actually working for you.

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From White-Knuckle to Well-Run is a practical story-guide for SMB owners who are tired of running on adrenaline and guesswork. Through the fictional—but very familiar—company Evergreen Millworks, you'll watch a real-world-style business owner learn to:

  • See the whole business on a single, clear page

  • Understand where the money really goes (and why profit feels thin)

  • Stop saying yes to work that quietly hurts the company

  • Price with more confidence instead of fear and discounting

  • Match sales promises to real production capacity

  • Build a simple leadership rhythm so everything doesn't rely on one heroic owner

  • Put guardrails around cash, risk, key people, and the owner's own future

 

Each chapter reads like sitting in on Evergreen's leadership meetings—then turning to your own business with plain-language tools you can start using next Monday.

 

You don't need an MBA or a giant team to build a well-run company. You need a clearer way to see what's really going on, a handful of honest conversations, and practical tools that fit the size of your business and your life.

 

This book gives you all three.

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8888 Keystone Crossing
Suite 500
Indianapolis, IN 46240

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Check the background of this investment professional associated with this site on FINRA's BrokerCheck

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Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

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LPLE and LPL Financial are not affiliated with Indario Advisory Services LLC.

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The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered and licensed.  No offers may be made or accepted from any resident of any other state.

© 2024 by Indario Advisory Services LLC

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