Roth Conversions

SCHEDULE A CONVERSATION

Unified Wealth & Retirement Planning

10305 Dawsons Creek Blvd. Bldg 1 - Suite C Fort Wayne, IN 46825

Get directions

(260) 338-2379

Mo,Tu,We,Th,Fr 8:30 am – 5:00 pm

Our Commitment To You

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. Read More.

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.

Facebook LinkedIn Twitter YouTube

Go to Top