Mutual Fund Store

Strategence Capital, located in Fort Wayne, IN, specializes in providing businesses with competitive retirement plan services, emphasizing the importance of employees as vital assets. Their investment philosophy centers around strategic asset allocation and a disciplined approach, avoiding market timing and guesswork to help clients achieve their financial goals. With multiple office locations across Indiana, Ohio, and Minnesota, Strategence Capital is dedicated to helping clients navigate the complexities of retirement planning and ensuring confidence for their employees. The company focuses on building lasting partnerships by understanding the unique needs of each business they serve. Generated from the website

Capstone Advisors LLC, operating under Luminary Wealth, provides comprehensive financial guidance tailored to individuals at various life stages, including those still working, nearing retirement, or enjoying retirement. Their services encompass creating customized financial plans that cover investment strategies, tax minimization, and business planning, all while ensuring a fiduciary duty to act in the clients' best interests. With a commitment to transparency and simplicity, the firm offers 24/7 support and personalized guidance, reinforcing their mission to alleviate clients' financial uncertainties. Through a unique approach, they emphasize understanding personal values and goals, ultimately delivering peace of mind and confidence in navigating life's unpredictable changes. Generated from the website

Foxworthy Wealth Advisors LLC, located in Fort Wayne, IN, is dedicated to developing customized financial strategies that evolve throughout a client's life. Utilizing their proprietary process known as The MAP FORMULA, the firm aims to help clients achieve their financial independence through a partnership that prioritizes understanding individual goals and aspirations. The team at Foxworthy Wealth Advisors specializes in serving successful families and top professionals who aspire to maintain a work-optional lifestyle while securing a family legacy. Their comprehensive approach integrates various financial planning services, including wealth management, risk and debt management, income and tax planning, and philanthropy to address the unique needs of their clients. Generated from the website