THE BLUNK FINANCIAL GROUP - Key Persons

Job Titles:

• Featured Team Member
• Registered Representative and Founding Partner

Greg is one of the founding partners of The Blunk Financial Group and has worked in the financial services industry since 1999. In 2003 he became a Registered Representative, and is currently a Registered Representative with Royal Alliance Associates, Inc. Today he has his office in Carmel, Indiana and specializes in working with young families, businesses, small business owners, and retirees. Greg believes in developing lasting relationships based on trust and mutual respect. "It takes time to develop this type of relationship," Greg says. "That's why my general approach is to focus on the long-term. First, I meet with clients to help them determine their financial goals. I help them. I don't do it for them or assume that I know what they need. Then we develop strategies using investments that fit with those goals and with the clients' risk tolerance and time horizon. Then we implement the strategies that we have come up with together, investing consistently at comfortable levels. My process does not have a start and finish line. It's dynamic. It's a process that requires my clients and me to work together as things change over the course of their lives. I have yet to meet someone who has the same goals and needs that they had when we first met." Greg studied Business at Indiana University and received his Bachelor of Sciences in Marketing in 1997. Greg holds the Series 7 Securities Registration and an Indiana Life and Health Insurance License. He loves working with kids and is an active coach and volunteer for Hamilton Southeastern youth recreational sports programs. He serves as a member of the Board of Directors for The HSE Fishers Youth Baseball League and the Indiana Bulls Baseball Club. Greg is also a member of the Carmel, Fishers, and Indianapolis Chambers of Commerce. A lifelong resident of Indiana Greg currently resides in Fishers, Indiana with his wife Beth, stepson Jacob, daughter Katherine, and dog Roxy. Greg works with his father, Raymond T. Blunk, at The Blunk Financial Group in Carmel, Indiana

Job Titles:

• Founding Partner
• President

Mr. Blunk is a former adjunct professor of Marian College (Indianapolis) and Indiana University-Purdue University in Indianapolis (IUPUI) and is the President and Founding Partner of The Blunk Financial Group. Mr. Blunk is a former adjunct professor of Marian College (Indianapolis) and Indiana University-Purdue University in Indianapolis (IUPUI) and is the president of The Blunk Financial Group Mr. Blunk is a member of the National Management Association. He obtained a BS in Business Administration from Xavier University (OHIO) in 1968. Mr. Blunk has been licensed in Life, Health, and Property-Casualty Insurance since 1969. He also is an Investment Advisor Representative and Registered Representative of Royal Alliance Associates, Inc., and has successfully passed the Series 7 securities examination. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), The International Association of Financial Planners, The International Society of Pre-Retirement Planning, The National Association of Charitable Estate Counselors, and a member of the National Association of Endowments. In January 1994, Mr. Blunk was appointed to the IAFP Client Referral Program for the Indianapolis area. Upon graduation from Xavier, Mr. Blunk played professional football with the Miami Dolphins in 1969 and 1970. He also played in the Canadian Football League from 1971-1974. He is actively involved in the Junior Olympics and his basketball team placed 12th nationally in 1989. He has served on the Board of Directors for the Greater Indianapolis YMCA and the Carmel Dad's Club. He is currently a member of the Bridgewater Golf Club. Mr. Blunk has 4 children, 10 grandchildren, and two dogs (Murphya nd Max). He currently resides in Carmel, Indiana where he enjoys golf, traveling, watching his grandchildren compete in sports, and cheering on the Butler Bulldogs, Xavier Muskateers, Indiana Hoosiers, Indianapolis Colts, Indiana Pacers, and Cincinnati Reds.

Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they're gone. 1 But a will is an instrument of power. Creating one gives you control over the distribution of your assets. If you die without one, the state decides what becomes of your property without regard to your priorities. A will is a legal document by which an individual or a couple (known as "testator") identifies their wishes regarding the distribution of their assets after death. A will can typically be broken down into four main parts. 1. Executors - Most wills begin by naming an executor. Executors are responsible for carrying out the wishes outlined in a will. This involves assessing the value of the estate, gathering the assets, paying inheritance tax and other debts (if necessary), and distributing assets among beneficiaries. It's recommended that you name at least two executors, in case your first choice is unable to fulfill the obligation.