Personalized Financial Guidance for Every Stage of Life
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
No two financial journeys are the same. That’s why our advisors create personalized strategies aligned with your goals, timeline, and risk tolerance.
Call us at 260.435.5198 or email us to schedule your no-obligation appointment with a financial advisor.
Matthew Carrier
Director of Investment Services
260.435.5198
Email
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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
