We are a boutique retirement and investment services firm that works with individuals and employers who understand that when it comes to insuring one's financial future, one size does not fit all.
We are committed to educating the general consumer and pulling back the curtain to understanding financial planning.
Each client and company we work with receives a customized financial action plan to see them through retirement, or any special situation that may arise.
We focus on Investment Management Services, Retirement Plans, 401(k) Management, 401(k) Rollovers, 401(a)/403(b)/457(a)/ESOP/Deferred Comp Plans, Pension Option Strategies, Health Insurance/Medicare Plans, IRMAA Reduction planning, Health Savings Accounts, Life Insurance Strategies, Annuities, Tax Strategies, Estate Planning, Nursing Home Planning, Charitable Giving Strategies, Qualified Charitable Distribution planning, Donor Advised Funds, Charity Remainder Trusts & Annuities, and Roth Investment & Conversion Planning.
We are located just off of I-69 and behind Dupont Hospital on Dupont Commerce Court. (Right next to Fort Wayne Pediatrics)
Printed courtesy of www.greaterfortwayneinc.com – Contact the Greater Fort Wayne Inc. for more information.
200 East Main Street, Fort Wayne, IN 46802 – (260) 420-6945 – info@greaterfortwayneinc.com
