Schedule a Meeting

Have questions about your financial situation? We offer two primary services, financial planning and investment management. Please read the information below if you are interested in finding out how to get started!

Client Onboarding Process

Step 1: Schedule a Call

Please use the calendar below to schedule a 20-minute phone call.

Step 2: Meet

Next, you will meet with a financial advisor for a complimentary 60-minute consultation, either in-person or virtually.

Step 3: Decide

Finally, it is time to decide if our team is the right fit for you. If it is, we will help implement a strategy to reach your financial goals.

Schedule a Call

Have questions about your financial situation? Please use the calendar below to schedule a 20-minute phone call with a financial advisor!

Our Location:

6920 Pointe Inverness Way

Suite 170

Fort Wayne, IN 46804

Mon-Fri: 8:00 AM - 4:30 PM