Fort Wayne Office

7321 W Jefferson Blvd
Fort Wayne, IN 46804

Hicksville Office

164 E. High St.
Hicksville, OH 43526

(567) 300-1103

Fort Wayne Office

7321 W Jefferson Blvd
Fort Wayne, IN 46804

Hicksville Office

164 E. High St.
Hicksville, OH 43526

(567) 300-1103

Services

Financial Planning and Wealth Management Services

Our comprehensive approach to wealth management focuses on integrating all aspects of your financial life as we seek to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Manage liquidity and cash flow needs
  • Learn new ways to minimize taxes and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety.

Our comprehensive planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important considerations:

INVESTMENT MANAGEMENT

  • Portfolio diversification and asset allocation strategies
  • 401(k) Rollovers
  • Tax-efficient investment strategies
  • Quarterly performance reports
  • Monthly statements and annual reviews
  • Online account access

FINANCIAL PLANNING

  • Cash flow analysis
  • Portfolio risk analysis
  • Retirement income planning
  • 401(k) and pension plan review
  • Concentrated stock strategies
  • Stock option analysis
  • Education funding strategies

BUSINESS PLANNING

  • Business transition strategies
  • Buy-Sell Agreements
  • Group 401k plans
  • Deferred Compensation strategies

RISK MANAGEMENT

  • Asset protection strategies
  • Life insurance analysis & review
  • Disability insurance analysis & review
  • Long-term care insurance

ESTATE & LEGACY PLANNING

  • Estate planning documents review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable gifting strategies
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