Services

Unified Process ™

Our Mission:

Wealth management with your retirement dreams in focus.

We are an independent, comprehensive financial planning firm, dedicated to helping our clients realize their retirement dreams. Our objective is to help you unite your dreams, life goals, current financial situation and retirement objectives. We are not captive agents or registered representatives, but rather, Independent Advisor Representatives (IAR), which means we are Fiduciaries who act in the best interest of our clients at all times. We strategize when best to turn on social security, make sense of employer benefits and offer 401k oversight, all with a focus on retirement and income planning. Let us help you sort through health care and Medicare decisions, long-term care options and life insurance products. We also specialize in income planning using annuities, fee-based investment advisory services, tax planning and preparation, as well as final expense planning.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (260) 338-2379. We can schedule a time that's convenient for you. There's absolutely no cost or obligation.

Here's the Unified Proces™ in detail :

Discovery Meeting

  • Discuss current life situation, values, dreams, clarify goals
  • Identify strengths, opportunities and challenges to reach those goals
  • Clarify WHO we are, WHAT we do, HOW we are paid

Strategy Session

  • Provide diligent review of current financial resources
  • Deliver clear recommendations and thoroughly defined action plan
  • Establish value and commitment
  • Implement

  • Execute goal-oriented strategy
  • Allocate funds to agreed-upon investment strategies
  • Identify additional professionals needed for advanced planning
  • Advanced Planning

  • Health Care & Long Term Care
  • Medicare & Medicare Supplements
  • Tax Planning & Tax Preparation
  • Estate Planning & Funeral Pre-Planning
  • Effective Oversight

  • Consistent, periodic monitoring of progress and life changes
  • Review objectives and modify plan as often as needed to reach goals
  • Provide quarterly reports, correspondence and educational opportunities
  • "One of the most common questions we hear is: Will I run out of money before I run out of life? The good news is, we have the tools to explore that question together and co-create a strategy for getting and keeping on the right track for a comfortable life." - Marsha Harris, Unified Wealth & Retirement Planning

    Contact Unified Wealth and Retirement Planning

    Unified Wealth and Retirement Planning

    1910 St. Joe Center Rd, Unit 45
    Fort Wayne, IN 46825

    marsha@unifiedwealthplanning.com

    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.

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