Nearing retirement? Already retired? Something else??
Regardless of your stage in life, think of your financial journey much like a map.
Getting from one point to another requires knowing where you are and where you want to be, before you can know HOW TO GET THERE.
We're here to partner with you and lead you to discover those answers - to help you find your path!
Our mission is to be a continuous resource in every stage of retirement by uniting clear communication, thoughtful planning, and a personalized understanding of your unique situation.
The Unified Wealth™ Process is designed to help you bring the big picture into focus and utilize strategies that will help provide you with peace of mind and security throughout your retirement.
Catch YOUR dreams of retirement with Unified Wealth™ & Retirement Planning!
1910 St. Joe Center Rd, Unit 45
Fort Wayne, IN 46825
marsha@unifiedwealthplanning.com
HOURS: M-F 8:30am-5:00pm
OUR COMMITMENT TO YOU
Marsha's goal is to help you formulate a customized plan that will help you achive your unique retirement vision.
Learn how by checking out Marsha's Podcast!
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Unified Wealth™ and Retirement Planning are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Marsha Harris and/or Unified Wealth™ and Retirement Planning are not affiliated with or endorsed by the Social Security Administration or any other government agency. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
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