As an Independent Advisor Representatives (IAR), Marsha is a Fiduciary pledged to act in the best interest of her clients at all times.
The actual process looks like this :
As you can imagine, we've heard a lot of concerns over nearly 20 years of getting to know people just like you. By far, running out of money before running out of life, is at the top of the list!
The GOOD news is, we have the tools to explore that fear together, and co-create a solution for getting and staying on the right track for a more comfortable life.
Perhaps YOU are wondering (or worse-yet, worrying) about the track you're on? Let us help--call (260) 338-2379 today!
Follow the "Learn More" links below to explore some of the related topics in more detail.
1910 St. Joe Center Rd, Unit 45
Fort Wayne, IN 46825
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!
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.
Copyright 2023 Unified Wealth & Retirement Planning LLC | All Rights Reserved | Powered by Premier Media Design, Inc.