Who We Serve

Individuals

Somerset never offers a one-size-fits-all solution. When it comes to your personal finances, we offer proactive and customized strategies designed to minimize your tax burden and maximize your wealth. We consider your entire financial framework and lifestyle, including estate planning, tax issues, retirement plans, etc.

Tax
To make our approach to your individual taxes a streamlined and seamless process, we team up with your other advisors, such as a lawyer or banker. We want to be a part of a team that can do it all for you from start to finish. We are always thinking ahead, approaching tax planning and preparation as an opportunity. Our entire tax team is proficient in current tax laws and IRS regulations, and you will always be consulted when changes arise that may affect you.

Personal Finance
We take the time to carefully understand your personal financial goals. This attention to your needs allows us to provide a tailored, sound financial plan for you and your family.

Learn More about Our Financial & Estate Planning Services

What Our Clients Say

"After retiring back to Indianapolis a few years ago, I asked a friend to recommend a tax adviser. A retired corporate financial executive himself, he immediately recommended Susie Keaton at Somerset. Ms. Keaton is one of the most knowledgeable, efficient, and pleasant professionals I have worked with on any project. She is always well prepared, prompt, and available for counsel. Over the years, with insightful tax advice, Susie and her Somerset colleagues have saved us more unnecessary tax dollars than have been their fees. I highly recommend Somerset."
- Russell Nichols

Ready for
a Customized Approach?

Tell us about your needs.