Achieve Your Financial Goals with Confidence
Financial goals can feel complex, but you don’t have to navigate them alone. With a trusted advisor by your side, you can make confident, informed decisions tailored to your unique situation.
Our investment representatives take the time to understand your risk tolerance, timeline, and long-term objectives. Together, we’ll create a personalized strategy designed to help you grow your wealth and stay on track. Through a comprehensive approach that complements the full range of credit union products and services, we’re committed to helping you strengthen your financial future.
Whether you’re just getting started, planning for a major milestone, or preparing for retirement, we’re here to support you every step of the way.
Schedule your no-obligation appointment today by calling 260.435.5198 or reaching out via email.
Wealth Management Products
Pre-retirement Planning
- Individual Retirement Accounts Options
- Traditional IRAs
- Roth IRAs
- Spousal IRAs
- Rollover IRAs
- (Simplified Employee Pensions)SEPs
- (Savings Incentive Match Plan for Employees)SIMPLEs
- (Tax Sheltered Annuities) and 403(b) PlansTSAs
- Non-qualified Deferred Compensation Plans
- Non-qualified Accumulation
Retirement Income Planning
- Retirement distribution planning
- Legacy planning
Educational Funding Planning
- Section 529 Plans
- Roth IRAs
- Coverdell Education Savings Accounts
Wealth Management Services
Investment Products
- Stocks
- Bonds
- Mutual Funds
Some policies are brokered. Read carefully before you invest or send money.
Insurance Products
- Life Insurance
- Variable Universal Life
- Term Life
- Whole Life
- Universal Life
- Joint and Survivor Life
- Long-Term Care Insurance
- Disability Income
Some policies are brokered. Read carefully before you invest or send money.
Annuity Products
- Fixed Annuities
- Variable Annuities
- Equity Index Annuities
Some policies are brokered. Read carefully before you invest or send money.
Matthew Carrier
Director of Investment Services
260.435.5198
Email
Check the background of investment professionals on FINRA's BrokerCheck.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: FL, IN, OH, MI, MS, NC, VA, TN. Fixed Insurance products are offered through Fort Financial Wealth Management.
Cambridge, Fort Financial Wealth Management and Fort Financial Credit Union are not affiliated. Non-deposit Investment products are not NCUA insured, not credit union guaranteed, may lose value. NCUA information that appears below relates to credit union services and should not be construed as applying to investment services.
Other Disclosures
