Unified Wealth & Retirement Planning, LLC

Description

Unified Wealth & Retirement Planning is an independent financial advisory firm, overseeing and coordinating finances in Fort Wayne, IN and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by investment advisors.

Welcome to Unified Wealth & Retirement Planning, LLC, where we specialize in pursuing, protecting and preserving wealth for clients of all estate sizes. Our objective is to help you unite your dreams, life goals, current financial situation, and retirement objectives - plus other important factors which work together to comprise your total financial picture.

We offer our prospective clients an initial complimentary, no obligation risk assessment where we provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

Marsha Harris, Founder and President of Unified Wealth & Retirement Planning, has over 12 years of experience in the financial services industry. She provides a wide range of hands-on consulting, strategizing and asset management services to her clients.

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