Woolman Financial Group
Woolman Financial Group, based in Fort Wayne, IN, specializes in helping clients protect and grow their wealth through comprehensive financial planning services. With a mission to transform wealth into a tool for lasting good, they focus on cash flow optimization, protection planning, retirement income design, and legacy estate planning for individuals and families.
The firm serves a diverse clientele, including legacy-focused business owners, corporate executives, medical professionals, and faith-based stewards. Their tailored approach encompasses a clear process that emphasizes understanding clients' values and goals, ensuring that financial strategies align with their vision for the future.
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