Financial Planning Services

Phillips Financial is a Fort Wayne-based financial management firm offering a range of personal and business services. With a team of experienced advisors, they provide comprehensive planning, retirement planning, investment management, cash and debt management, and a thorough analysis of clients' current financial situations. As an SEC Registered Investment Advisor, Phillips Financial is committed to helping individuals and businesses achieve their financial goals. They offer personalized solutions tailored to each client's needs, taking into account factors such as age, annual household income, and investable assets. With a focus on building long-term relationships, Phillips Financial strives to provide expert guidance and support to help clients navigate the complexities of financial planning.Generated from the website

Houlihan Wealth and Asset Management is located at 421 E. Cook Road, Suite 300 in Fort Wayne, Indiana. The firm focuses on providing asset management and financial services tailored to client needs. Dedicated to fostering client relationships, Houlihan Asset Management emphasizes a personalized approach to wealth management. Their team strives to deliver reliable financial guidance and strategies for effective asset growth. Generated from the website