About Company

Unified Wealth (Unified Wealth & Retirement Planning) is a Fort Wayne, Indiana–based retirement and financial planning firm that takes a holistic, tax-aware approach to help clients plan for retirement by combining retirement planning, portfolio management, educational events, downloadable guides, and ongoing plan monitoring; the company partners with Brookstone Capital Management, LLC for investment advisory services while insurance products are offered through individually licensed agents, maintains a local office at 1910 St. Joe Center Rd., Unit 45, and provides tools and resources to help clients pursue tax-efficient, goal-driven retirement outcomes.

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