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


Phone: (260) 338-2379

HOURS: M-F 8:30am-5:00pm

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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