About Unified Wealth & Retirement Planning
At Unified Wealth & Retirement Planning, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. We are proud to be independent financial professionals.
Founder and President
Marsha Harris, Founder and President of Unified Wealth & Retirement Planning, has been in the financial services industry since 1999. She provides a wide range of hands-on consulting, strategizing and asset management services to her clients.
In addition, Marsha belongs to the National Association of Insurance and Financial Advisors (NAIFA) and previously served on their Board at the local level for several years. She is an A+ accredited member of the Better Business Bureau and a member of the National Ethics Association.
She volunteers her time to numerous local and national charitable causes that are dear to her, such as the MDA, Share Our Strength and the Special Olympics.
- Licensed life, health, disability and long-term care insurance agent in IN, MI and OH representing numerous carriers.
- Investment Advisor Representative with Brookstone Capital Management, an SEC Registered Investment Advisor.
- Previously held series 6 & 63 as a Registered Representative and currently holds the Series 65 license as an Investment Advisor Representative.
Indiana License #3018660
Ohio License #690067
Michigan License #0227317
Washington License #1015074
The Unified Wealth Core
We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Unified Wealth & Retirement Planning creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.
If you would like to have a conversation about your retirement goals, please contact us online or call our office at (260) 338-2379. We have an office in Fort Wayne and can schedule a time that’s convenient for you. There’s absolutely no cost or obligation.