Let's put your plans in motion
We assist our clients in clarifying their financial picture and implement strategies to achieve their goals. We specialize in client-centric holistic planning with an emphasis on maximizing client resources.
Our 41 years of industry knowledge and experience along with our robust array of investment and protection products allow our team to create a clear vision and execute an individualized plan for each client.
Whether you are planning for retirement, planning your legacy, or experiencing one of life’s unexpected twists, we are here to help.
In Person | Virtual- Zoom | Phone
Call today for a complimentary appointment (260)217-4566
Now serving Indiana and Ohio from two locations:
1179 Westwood Dr, Suite 302
Van Wert, OH 45891
4835 Stellhorn Rd,
Fort Wayne, IN 46815