Contact Us!

(260) 338-2379

Get Directions Today

Client Login

Women and Retirement A Fruitful Retirement: Social Security Benefit The Cost of Procrastination

At Unified Wealth & Retirement Planning, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent our clients, their needs and interests, rather than any specific company’s.

While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan recommendations. Due to our independence and objectivity, it allows us to provide our clients with the commitment that they deserve.


Most of my clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Age 66, or their Social Security Full Retirement
  • Age 70

Unfortunately, in nearly every circumstance, none of these three ages will actually get them their maximum lifetime benefit.

Your customized Social Security Maximization report will let you know EXACTLY when and how to file for benefits to achieve your maximum lifetime income.





Proud Member of

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.