Mr. Strong and his associates are committed to educating people regarding their options to properly structure and manage their financial resources. As president of Independent Associates, Inc. in Brownsburg, Indiana, Roy uses his twenty years of experience to counsel individuals and corporations on socially responsible ways to accumulate conserve and transfer wealth.
Those whom he has worked with consider him to be a committed, perceptive, caring and visionary advisor. He has exceptional insight and understanding for business people and retirees. His optimism and perseverance are strongly
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balanced with analytical bottom-line thinking, which allows him to focus instinctively on the priorities of others. These attributes have earned him the respect and confidence of the most astute retirees and leaders in the business community.
Mr. Strong’s accomplishments include being a member of the
Million Dollar Round Table, the National Association of Life Underwriters and the
Financial Planning Association for 5 consecutive years. Roy is also an
IRA Distribution Specialist (one of a select few in central Indiana) and a
Continuing Education Instructor at the American Institute of CPAs. He has earned a
Certified Practitioner in Charitable Philanthropic Development designation (CPhD). As an adjunct faculty member of Indiana University Purdue University Indianapolis, he teaches a continuing education class on minimizing taxes. Roy is also a member of the
C-12 Christian Group.
He holds an undergraduate degree from Purdue University and attended Clemson University for a Masters of Science degree. Roy and his wife, Judy, have four children: Jean Marie, Stephanie, Aaron and Sarah, and three grandchildren: Kayla, Tyler and Gavin. Roy is actively involved as the Indiana Coordinator of Gospel Revelation Ministries, Inc. and was a member of the Board of Directors for Indianapolis Youth Fest. Roy strives to practice what he preaches in the form of servant leadership as exemplified by Jesus Christ.
As a businessman, he draws upon his personal knowledge and hands-on experience to offer innovative perspectives on the diverse planning needs of today’s situations. Mr. Strong is recognized as a leader and innovator in values-based estate, retirement and investment planning. He has authored numerous articles on estate planning, business succession planning, long-term care, sophisticated insurance plan designs, and charitable estate planning. Roy is recognized nationally as a speaker and has hosted a radio program called
“Successful Financial Concepts” for over five years.
With his industry knowledge, expertise and diverse experience, Roy Strong has the ability of addressing a broad range of issues for his clients. He provides straightforward advice about real-life financial issues that can undermine the well being of his clients and their families. Roy concentrates on going from success to significance by protecting family harmony within a business through family wealth counseling. He assists clients in the process of transferring values, not just valuables, to their heirs by recognizing and avoiding the things that make a good estate plan fail. He employs a conservative, yet effective approach through products such as Advanced Income Tax Planning, Employee Ownership, Business Succession, and Social Capital Planning. While reducing taxes on retirement plans, capital gains, deferred comp plans and estates; Roy specializes in using strategies like Charitable Gift Annuities, Charitable Gifting, and the Stretch IRA concept.
It’s about building futures. It’s about commitment. It’s about clarity of purpose and planning goals. It’s about passion!” Roy’s strategy is to focus his passion and talents on areas where he can have maximum impact. Roy holds free educational workshops throughout Indianapolis and surrounding areas.