Willie Smith


Financial Advisor

State(s) Licensed:   IL, IN, MI, MN, NC, OH

Phone 260-460-7278

2720 Dupont Commerce Ct. Ste 190
Fort Wayne, IN 46825

Willie Smith

State(s) Licensed:   IL, IN, MI, MN, NC, OH

Looking for a Retirement Explorer Analysis?

Are you within 10 years of retirement? Are you confident that retirement will look exactly the way you'd like it to financially? Put your confidence to the test by answering 6 questions in the message field below. We will call to schedule a 30-minute, complimentary consultation after receiving your information. During the consultation, you will receive your retirement explorer output that will provide great clarity to financial uncertainties for life after working years. Please number and answer these questions in the following order below using the message field.

  1. Date of birth (and spouse's Date of Birth if applicable)
  2. Current income (and spouse's income if applicable)
  3. At what age would you like to retire?
  4. Based on your family history, to what age do you hope to live?
  5. What is your desired retirement income in today's dollars?
  6. What is your estimated, combined retirement account balance(401k, 403b, etc); and what percentage of your income is being contributed annually?

Optional, additional information: If you know the answers to these questions, please include them to receive a more precise output during our meeting.

  1. What is your estimated social security income at your desired retirement age? If you are already receiving social security income, what is your monthly benefit? If you do not have estimates, don't worry, we have a calculator inside the tool that will estimate it for you.
  2. Are you eligible for a pension at retirement; and if so, what is your estimated monthly pension income?

We're looking forward to connecting with you!

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Fort Wayne Office



M – F: 9 a.m. – 5 p.m.