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.
"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
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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