Retirement Planning in Fort Wayne, IN

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List of Firms

Top Retirement Planners in Fort Wayne, IN

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Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 409 E Cook Rd Ste 300, Fort Wayne, IN 46825, USA
Phone (260) 485-0403
Language https://www.ameripriseadvisors.com/todd.e.larson/?cid=IP_local_google
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Larry Dearing & Associates
5 out of 5
Location 2314 Lake Ave, Fort Wayne, IN 46805, USA
Phone (260) 422-4020
Language http://www.larrydearingassociates.com/
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Bassett Financial Advisors
5 out of 5
Location 5732 Coventry Ln, Fort Wayne, IN 46804, USA
Phone (260) 432-6555
Language http://bassettfa.com/
Directions
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Macke Financial Group
Location 6920 Pointe Inverness Way Suite 160, Fort Wayne, IN 46804, USA
Phone (260) 969-5770
Language http://www.mackefinancialgroup.com/
Directions
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Hoch Financial
SEC File# 801-107265
CRD# 282863
Location 209 E Washington Center Rd, Fort Wayne, IN 46825, USA
Phone (260) 471-7555
Language http://hochfinancial.com/
Directions
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Heartwood Planning Group
Location 110 W Berry St #1600, Fort Wayne, IN 46802, USA
Phone (260) 423-3691
Language https://www.northwesternmutual.com/financial-professional-locator?address=110%20W%20Berry%20St%20Ste%201600,46802?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
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Jehl & Kreilach Financial Management
Location 6209 Constitution Dr, Fort Wayne, IN 46804, USA
Phone (260) 420-0268
Language http://www.jehlandkreilach.com/
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Retirement Plan Concepts & Services, Inc.
5 out of 5
Location 10319 Dawsons Creek Blvd Suite A, Fort Wayne, IN 46825, USA
Phone (260) 484-0848
Language https://www.rpcsi.com/
Directions
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Summit Consultants, Inc
4 out of 5
Location 7912 Carnegie Blvd, Fort Wayne, IN 46804, USA
Phone (260) 432-8480
Language http://www.summitconsultantsinc.net/
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Christopher P Moore - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 6226 Covington Rd, Fort Wayne, IN 46804, USA
Phone (260) 436-8884
Language https://www.ameripriseadvisors.com/christopher.p.moore/?cid=IP_local_google
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Diem Wealth Management
Location 7030 Pointe Inverness Way, Fort Wayne, IN 46804, USA
Phone (260) 918-8800
Language http://www.diemwealth.com/
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Kolpien Financial Solutions of Raymond James
Location 9910 Dupont Cir Dr E STE 100, Fort Wayne, IN 46825, USA
Phone (260) 497-7711
Language https://www.raymondjames.com/kolpienfinancialsolutions
Directions
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Edward Jones - Financial Advisor
5 out of 5
Location 111 E Ludwig Rd #102, Fort Wayne, IN 46825, USA
Phone (260) 471-9524
Language http://www.edwardjones.com/
Directions
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Reynolds Wealth Management
5 out of 5
Location 10211 Auburn Park Dr, Fort Wayne, IN 46825, USA
Phone (260) 376-1000
Language http://www.reynoldswealthmanagement.com/
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Howard Bailey Financial, Inc.
5 out of 5
Location 5916 Covington Rd, Fort Wayne, IN 46804, USA
Phone (866) 482-9559
Language http://www.howardbailey.com/
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Financial Planning Services
SEC File# 801-119824
CRD# 311146
Location 919 S Harrison St # 101, Fort Wayne, IN 46802, USA
Phone (260) 426-2222
Directions
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Life Financial
SEC File# 801-96180
CRD# 172002
5 out of 5
Location 1910 St Joe Center Rd STE 32, Fort Wayne, IN 46825, USA
Phone (260) 444-4060
Directions
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One Resource Wealth Management Group
SEC File# 801-56786
CRD# 46214
5 out of 5
Location 1001 Chestnut Hills Pkwy Suite 110, Fort Wayne, IN 46814, USA
Phone (260) 478-0680
Language http://www.oneresource.org/
Directions
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Reimbold & Anderson
Location 5750 Coventry Ln #110, Fort Wayne, IN 46804, USA
Phone (260) 432-3235
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Beachy Wealth Management LLC
5 out of 5
Location 3484 Stellhorn Rd, Fort Wayne, IN 46815, USA
Phone (260) 246-5450
Language http://www.thomasbeachy.com/
Directions
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Troyer Retirement
5 out of 5
Location 10351 Dawsons Creek Blvd suite g, Fort Wayne, IN 46825, USA
Phone (260) 247-9099
Language https://www.troyerretirement.com/
Directions
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Summit Financial Group
Location 3302 Mallard Cove Ln, Fort Wayne, IN 46804, USA
Phone (260) 432-5152
Language http://summit.nm.com/
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Foster Financial Services
4 out of 5
Location 2720 Dupont Commerce Ct Ste 170, Fort Wayne, IN 46825, USA
Phone (260) 234-2200
Language https://fosterfinancial.net/
Directions
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Northwestern Mutual: Aaron C Moore
Location 110 W Berry St #1600, Fort Wayne, IN 46802, USA
Phone (260) 443-7644
Directions
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Unified Wealth & Retirement Planning
5 out of 5
Location 1910 St Joe Center Rd STE 45, Fort Wayne, IN 46825, USA
Phone (260) 338-2379
Directions
Retirement Planning in Fort Wayne, IN

About Fort Wayne, IN for Those Planning to Retire

Fort Wayne, IN is a vibrant and bustling city located in the northeastern part of Indiana. It is home to a plethora of landmarks that are steeped in history, such as the Fort Wayne Children's Zoo, the Foellinger-Freimann Botanical Conservatory, and the Fort Wayne Museum of Art. These landmarks offer a glimpse into the rich culture and heritage of the city. The city is also known for its top employers, which include Parkview Health, Lutheran Health Network, and General Motors. These companies provide numerous job opportunities for the residents of Fort Wayne and contribute to the city's thriving economy. Fort Wayne is easily accessible by major highways such as I-69, I-469, and US-30. These highways connect the city to other major cities in the region, making it an ideal location for businesses and travelers alike. The city is divided into several neighborhoods, each with its unique charm and character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Fort Wayne, IN have several ways in which a bank can assist them. Firstly, with the city being home to a large number of small businesses, banks can provide loans and financial support to these businesses, helping them to grow and thrive. Additionally, Fort Wayne is known for its strong healthcare industry, and banks can offer specialized financial products and services to healthcare professionals and organizations in the area. Furthermore, with Fort Wayne being a hub for higher education, banks can provide student loans and other financial aid to students attending the various colleges and universities in the city. Overall, banks in Fort Wayne can play a crucial role in supporting the local economy and community, providing financial assistance and resources to help residents achieve their goals and aspirations.

Insurance Broker

As a resident of Fort Wayne, IN, there are several ways in which an insurance broker can be of great help. Firstly, Fort Wayne experiences a wide range of weather conditions throughout the year, including heavy snowfall and thunderstorms, which can lead to property damage. An insurance broker can help residents find the right insurance coverage for their home and belongings, ensuring that they are protected in the event of any unforeseen circumstances. Additionally, Fort Wayne is home to several large employers, including healthcare providers and manufacturing firms, which can make navigating the complex world of health insurance a daunting task. An insurance broker can help residents understand their options and find the most cost-effective and comprehensive coverage for themselves and their families. Furthermore, with the city's growing population and expanding economy, residents may find themselves in need of additional insurance coverage for their businesses or personal assets. An insurance broker can provide guidance and support in these areas, helping residents protect their investments and achieve peace of mind.

Wealth Management

Residents of Fort Wayne, IN could benefit from a wealth manager in a variety of ways. One specific example is the abundance of manufacturing jobs in the area. A wealth manager could help individuals in this industry navigate the ups and downs of the market, plan for retirement, and diversify their investments. Additionally, with Fort Wayne being a hub for healthcare, a wealth manager could assist medical professionals in managing their finances and planning for the future. With the complexity of the financial world, a wealth manager can provide valuable expertise and guidance to help residents of Fort Wayne, IN achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Fort Wayne, IN can benefit from the guidance of a financial advisor in numerous ways. For instance, a financial advisor can help them create a long-term financial plan that aligns with their goals and aspirations. This is especially important in Fort Wayne, IN, where the cost of living is relatively lower than in other major cities in the US, but the average income is also lower. Therefore, it is crucial for residents to make informed financial decisions that will enable them to achieve financial stability and security. Additionally, a financial advisor can help residents of Fort Wayne, IN navigate the complexities of tax laws and regulations, especially since the state of Indiana has its own unique tax laws. They can also provide advice on investment opportunities that are specific to the region, such as investing in the local real estate market or supporting small businesses in the area. Overall, a financial advisor can help residents of Fort Wayne, IN make sound financial decisions that will benefit them in the long run.

Mortgage Loan Officer

Residents of Fort Wayne, IN can greatly benefit from the services provided by a mortgage loan officer. With the city being home to a diverse population, including a significant number of military personnel, college students, and retirees, there are a variety of unique financial situations that require personalized attention. A skilled mortgage loan officer can help residents navigate the complexities of the home buying process, including securing financing, understanding the local real estate market, and finding the best interest rates. Additionally, Fort Wayne's housing market is known for its affordability, making it an attractive option for first-time homebuyers. A mortgage loan officer can help these buyers take advantage of programs and incentives designed to make homeownership more accessible. With the right guidance and support, residents of Fort Wayne can achieve their dreams of owning a home in this thriving Midwestern city.

Tax Services

Residents of Fort Wayne, IN can benefit from the expertise of a tax advisor in various ways. With the city's growing economy and diverse population, tax laws can be complex and overwhelming for many individuals. A tax advisor can help residents navigate through the tax code and identify deductions and credits that they may have otherwise missed. For example, Fort Wayne is home to several universities and colleges, including Indiana University-Purdue University Fort Wayne and Concordia Theological Seminary. A tax advisor can help students and their families take advantage of education-related tax benefits, such as the American Opportunity Tax Credit and the Lifetime Learning Credit. Additionally, Fort Wayne has a thriving arts and culture scene, with events such as the Three Rivers Festival and the Fort Wayne Philharmonic. A tax advisor can assist artists and performers in understanding tax implications related to their income and expenses. Overall, a tax advisor can provide valuable assistance to Fort Wayne residents in maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Fort Wayne, IN can benefit from the expertise of an estate planning lawyer in several ways. Firstly, the lawyer can help individuals create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Fort Wayne, where the median home value is $126,000, and many residents own valuable assets that they want to protect. Additionally, an estate planning lawyer can help individuals minimize their tax liabilities, which is especially crucial in a state like Indiana, where the top marginal tax rate is 3.23%. The lawyer can also assist with healthcare planning, including creating advance directives and appointing a healthcare proxy. Finally, an estate planning lawyer can help individuals navigate the complex probate process, ensuring that their loved ones receive their inheritance as quickly and efficiently as possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Fort Wayne, IN can encompass a wide range of financial strategies and solutions to help individuals prepare for their golden years. With Fort Wayne being the second-largest city in Indiana, retirement planners in the area have a unique perspective on the local economy and financial landscape. They can provide guidance on investment options, tax planning, and estate planning, among other services. Additionally, Fort Wayne is home to a diverse population, including a significant number of retirees. This presents unique challenges and opportunities for retirement planners, who must tailor their services to meet the specific needs and goals of each client. By working closely with clients to understand their financial situation and objectives, retirement planners in Fort Wayne can help them achieve a secure and comfortable retirement.

Fort Wayne, IN is the ultimate destination for individuals seeking a retirement planner. The city boasts a thriving financial industry, with several top-tier financial institutions headquartered in the area. These institutions offer a wide range of retirement planning services, including investment management, asset allocation, and estate planning. Moreover, Fort Wayne's vibrant community of financial professionals has a wealth of experience and knowledge, ensuring that retirees receive the best advice and guidance possible. Additionally, Fort Wayne's low cost of living and affordable housing options make it an ideal location for retirees looking to stretch their retirement dollars. With its robust financial industry, experienced professionals, and affordable cost of living, Fort Wayne, IN is the perfect place to get a retirement planner.