Planned Investment

Posted By: Mel McMahon · 12/8/2012 12:00:00 PM

Planned Investment Co.,Inc was founded in Indianapolis in 1958 as a registered broker dealer and also became a Registered Investment Advisory firm in l969.  We serve individuals on their longer term retirement and children’s educational cost planning in 17 states. Our firm advised individuals on the use of stocks, bonds, mutual funds and other investment vehicles.  We have a branch office in Columbus, Indiana.

This is our sixteenth year of supporting the Salvation Army Radiothon; we joined on when the Radiothon due to our long time family connection with Fred Heckman.  Our President has been on the Board of the Salvation Army for over twenty years, was made a life Member two years ago.  Initially our work was primarily with the Ruth Lilly Shelter for Women and Children.

Planned Investment