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You built something real. We help you
keep it.
ABOUT PHELIX FINANCIAL
Most business owners are great at running the business. Almost nobody ever sat down with them and showed them what to do with what it produces. Phelix Financial exists to close that gap.
We're a wealth planning practice in Carmel, Indiana, working with business owners and their families across the country. Together, we bring more than 15 years of experience sitting across the table from owners. More than ten of those years have been spent inside home care, home health and the healthcare businesses around them, so we already speak your language before the first meeting starts.
But the same playbook works anywhere someone has built something worth protecting. We serve business owners in every industry, from family companies to professional athletes turning a playing career into wealth that outlasts it.
Why Phelix exists
“You've spent years taking care of everyone else. We exist to take care of you.”
Jason's mother was an entrepreneur. She opened a day care that's still serving families 35 years later. In all that time, nobody sat down with her to talk about running a small business and making it profitable.
Jason made himself a promise. If he could be the person who has that conversation with owners like her, he'd know he was doing this work for the right reasons. That promise is where Phelix started.
But the promise isn't why we're still here. You are.
We sit across from owners every week who can tell you their revenue to the dollar but not what they'd walk away with if they sold tomorrow. Owners paying more in taxes than they have to because nobody ever showed them another way. Owners who've spent years taking care of clients, caregivers and payroll, while their own family's plan never made the list.
That's who Phelix is for. You've spent years taking care of everyone else. We exist to take care of you, and to make sure what you built takes care of your family long after you're done building it.
How we work
We don't show up as insurance guys or investment guys, and we don't show up with a cookie cutter plan. We show up as the financial quarterback for you and your business.
That means treating the business, your balance sheet and your family's plan as one system. Taxes stop leaking. Profit gets moved out of the business and into assets you control, on a schedule. Risk gets insulated before it's tested. And your exit gets designed years before you need it.
We work alongside your CPA and your attorney, not around them. Our work centers on four areas:
Structuring. The right entity, compensation and ownership setup for where the business is going.
Your financial ecosystem. Protection, investments, retirement plans and real estate working together instead of in pieces.
Tax strategy. Keeping more of what the business earns, legally and on purpose.
Exit planning. Building a business someone will pay for, and a life that's funded after you sell it.
Jason Van Horn
Co-Founder and Financial Advisor
SSBB, MSPM
Jason spent 21 years in the U.S. Navy and retired as a Senior Chief Petty Officer. His last command had him leading 202 people and eight managers, and his team finished at 137 percent of its annual goal and ranked number one in its region two years running. He's a Navy Master Training Specialist with more than 1,000 hours teaching from the front of the room.
At Phelix he leads growth and business development and sits across the table from owners every week. He created the Home Care Ops financial series and speaks at home care conferences across the country, where attendees work through their own numbers in the room instead of listening to a lecture. He holds a Master of Science in Project Management from the University of Southern California and a Lean Six Sigma Black Belt from Villanova.
Daniel Baker
Co-Founder and Financial Advisor
Daniel is Jason's partner in every client relationship at Phelix. Where Jason builds the strategy and the relationship, Daniel brings the technical depth on retirement plan design and retirement income: how a plan gets written so it works for a workforce like home care, and how to turn what you've saved into income you can count on.
Daniel has spent ten years as a financial advisor. He's from Noblesville, just up the road from our Carmel office. Away from the office, he's married to his high school sweetheart, Cortney.
The name
Phelix is our spelling of Felix, the Latin word for fortunate. We don't believe our clients got lucky, which is why we say it this way:
Some people call it luck. We call it planning.
