Hoosier Financial Associates, dba

Hoosier Financial Associates is committed to educating clients and helping them make confident, informed decisions about their financial future. The firm specializes in employer‑sponsored retirement plans such as 401(k) and 403(b) plans, as well as group benefits, including group health insurance, life insurance, disability coverage, and other employee benefit solutions. By helping businesses design, implement, and maintain competitive benefit packages, Hoosier Financial Associates supports both organizational goals and employee financial well‑being.

Whether partnering with a world‑class independent broker/dealer or meeting with clients on their schedule to discuss needs and solutions, the focus remains on clarity, transparency, and long‑term direction.

Robert Mize is a registered representative with cfd Investments, Inc. an independent broker/dealer known for its commitment to integrity, personalized service, and broad access to high‑quality financial products. This partnership strengthens Hoosier Financial Associates’ ability to provide objective, client‑first recommendations.

Hoosier Financial Associates strives to ensure every client understands where they stand today and the path ahead.

Who is your financial associate?