As one of the industry’s top retirement plan advisory teams, The Prudent Expert has a responsibility to act as a good corporate citizen across the country. Whether it is complying with laws and regulations, demonstrating ethical business practices and standards, mitigating risks to the environment, or protecting human rights, The Prudent Expert is committed to corporate social responsibility.


Our advisors are known for creating processes that enrich people’s lives. At The Prudent Expert- we are also dedicated to improving people’s lives. Our commitment extends to helping local communities, helping disadvantaged youth, protecting and improving the environment and actively encouraging employee volunteerism.

Our philanthropic efforts reflect the diverse interests of our key business and focus on several distinct areas: health and human services; civic and community outreach; the environment; and volunteerism. Volunteerism is a key component of The Prudent Experts philanthropic efforts.

The spirit of philanthropy is deeply imbedded in the culture our advisors. We’re proud of the dozens of programs and partnerships that have touched many lives in our country and fill the pages of this brochure. Our advisors have responded positively to this spirit and have given generously of themselves.

YMCA Strong Kids Foundation

At the YMCA, everyone is welcome. Regardless of where you were born, what you believe in, or how high or low you are on the economic scale. It’s a place where people are just that – people. It’s a celebration of the individuality that makes us who we are.

As the economic times have changed, the demand for financial assistance and program sponsors increases. Last year, over 4,500 generous businesses, foundations, and individuals donated over $1.5 Million. And the YMCA provided more than $6.3 Million in financial assistance and underwritten programs to more than 70,000 individuals who otherwise would not have been able to participate in programs.

Your gifts are needed to keep the YMCA open to all. With your help, kids can go to camp, families can enjoy the enriching environment, teens can learn valuable life skills, and seniors can find a place to socialize. This year, our goal is to raise $1.9 Million.

For more information, call our Financial Development office at (317)266-9622. Ask us how you can help build Strong Kids!