What We Do

Unified Process ™

Our mission is to be a continuous resource in every stage of retirement by uniting clear communication, thoughtful planning, and a personalized understanding of your unique situation. This process includes a wide range of considerations, such as 401k/403B plan management, investment management, life insurance, annuities, tax and estate planning, long term care, Medicare, income planning, and social security

As you can imagine, we've heard a lot of concerns over nearly 20 years of getting to know people just like you. By far, running out of money before running out of life, is at the top of the list!

The GOOD news is, we have the tools to explore that fear together, and co-create a solution for getting and staying on the right track for a more comfortable life.

Perhaps YOU are wondering (or worse-yet, worrying) about the track you're on? Let us help--call (260) 338-2379 today!

Follow the "Learn More" links below to explore some of the related topics in more detail.

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


Phone: (260) 338-2379

HOURS: M-F 8:30am-5:00pm

Marsha's goal is to help you formulate a customized plan that will help you achive your unique retirement vision.

Learn how by checking out Marsha's Podcast!

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