Welcome to Unified Wealth & Retirement Planning, LLC, where we specialize in pursuing, protecting and preserving wealth for clients of all estate sizes. Our objective is to help you unite your dreams, life goals, current financial situation, and retirement objectives - plus other important factors which work together to comprise your total financial picture.
Our comprehensive or “Unified”, approach includes: retirement income planning, risk management, long-term care solutions,
asset preservation and fee-based financial advisory services, with access to the entire universe of investment options.
We also have a team of estate planning attorneys and CPAs to ensure preparation services in the convenience of our office.
The Unified Wealth Process is designed to help you bring the big picture into focus and utilize strategies that will help provide you with peace of mind and security throughout your retirement.
Unified Wealth and Retirement Planning
1910 St. Joe Center Rd, Unit 45
Fort Wayne, IN 46825
Phone : (260) 338-2379
HOURS : Mo,Tu,We,Th,Fr 8:30am-5:00pm
OUR COMMITMENT TO YOU
At Unified Wealth & Retirement Planning, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Unified Wealth and Retirement Planning are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Marsha Harris and/or Unified Wealth and Retirement Planning are not affiliated with or endorsed by the Social Security Administration or any other government agency. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
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