Unified Wealth & Retire Plan

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1910 Saint Joe Center Rd Ste 45
Fort Wayne, IN 46825
+1 (260) 338-2379
https://unifiedwealthplanning.com

Unified Wealth & Retirement Planning, based in Fort Wayne, IN, is dedicated to helping clients design and implement successful financial strategies to achieve their retirement goals. Founded by Marsha Harris, the firm emphasizes education, empowerment, and personalized service to provide clarity and confidence throughout the retirement journey.

With a team that understands the emotional complexities of retirement, Unified Wealth offers a range of services including IRA rollovers, legacy planning, and tax-efficient strategies. Their independent approach allows them to tailor financial solutions to meet the unique needs of each client, ensuring a comprehensive and customized retirement plan.

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