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Bringing It All Together

Our Mission:
Wealth management with your retirement dreams in focus.

We are an independent, comprehensive financial planning firm, dedicated to helping our clients realize their retirement dreams. Our objective is to help you unite your dreams, life goals, current financial situation and retirement objectives. We are not captive agents or registered representatives, but rather, Independent Advisor Representatives (IAR), which means we are Fiduciaries who act in the best interest of our clients at all times. We strategize when best to turn on social security, make sense of employer benefits and offer 401k oversight, all with a focus on retirement and income planning. Let us help you sort through health care and Medicare decisions, long-term care options and life insurance products. We also specialize in income planning using annuities, fee-based investment advisory services, tax planning and preparation, as well as final expense planning.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (260) 338-2379. We can schedule a time that’s convenient for you. There’s absolutely no cost or obligation.

Unified Process™

One of the most common questions we hear is: Will I run out of money before I run out of life? The good news is, we have the tools to explore that question together and co-create a strategy for getting and keeping on the right track for a comfortable life” – Marsha Harris, Unified Wealth & Retirement Planning