Home
Who We Are
Client Login
Events
Education
Schedule a Meeting

Welcome to 2021

Are you ready for 2021? We are here to help!

Click here to check out our 2021 Welcome Newsletter!

Contact

Financial Planning Services

Office: (260) 469-3218

Fax: (260) 469-3220

6920 Pointe Inverness Way

Suite 170

Fort Wayne, IN 46804

jschmidt@tobuildwealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.

Securities offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. Investment advisory and financial planning services offered through Financial Planning Services, a registered investment advisor. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

This communication is strictly intended for individuals residing in the states of AR, AZ, CO, CT, FL, GA, IL, IN, KS, MA, MI, MN, MT, NM, NE, OH, OR, TX, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro Program. Dave Ramsey and the Dave Ramsey SmartVestor Pro Program in not affiliated with RAA and is not sponsored or endorsed by RAA.