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Santefort Investment Group, LLC

Take the next step toward your

Retirement Future

Take the next step toward your

Retirement Future

Take the next step toward your

Retirement Future

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Welcome to Santefort Investment Group, LLC

Santefort Investment Group, LLC, a state registered investment advisor serving Schererville, Indiana and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Santefort Investment Group, LLC.

Retirement Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects ...

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Investment Management

At Santefort Investment Group, LLC, we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a team-oriented approach to investment management and a client-focused ...

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Income Planning

For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during ...

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Santefort Investment Group, LLC provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Santefort Investment Group, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

*Insurance offered through Doug Santefort.

Our Location

Santefort Investment Group
2433 Ontario St. Suite A
Schereville, IN 46375

dsantefort@santefortinvestmentgroup.com
(219)-227-8548

Our Company

  • Home
  • About Us
  • Video Library
  • Contact
  • Client Login

Our Services

  • Financial Solutions
  • Income Planning
  • Investment Management
  • Life Insurance
  • Retirement Planning
  • Social Security Maximization
  • Wealth Management
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Santefort Investment Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance products and services and advisory services are offered by Santefort Investment Group, LLC, a Registered Investment Advisor in the States of Indiana, Illinois, Louisiana, Michigan. Santefort Investment Group, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Indiana, Illinois, Louisiana, Michigan, or where otherwise legally permitted. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.