Services Offered

Personalized Financial Planning

Customized strategies to manage income, expenses, savings, and investments for long-term financial health.

Wealth Building and Investment Advice

Expert guidance on investment portfolios, asset allocation, and growth opportunities to build and protect wealth.

Retirement Planning

Comprehensive plans to secure your retirement, including savings strategies, pension options, and tax-efficient withdrawals.

Debt Management and Financial Counseling

Assistance in reducing debt, improving credit, and creating budgets to get finances back on track.

Estate and Legacy Planning

Services to help plan for asset distribution, wills, trusts, and minimizing estate taxes for future generations.

Reviews

5(3 reviews)

Rating Distribution

5

3

4

0

3

0

2

0

1

0

Rating Distribution

5

3

4

0

3

0

2

0

1

0

A

Adrianna Darwish

via Google

about 3 years ago

Jacob and his team are fantastic. Extremely knowledgeable in all aspects. Also very personable. Would recommend to anyone and everyone

A

Amy Perry

via Google

over 4 years ago

A

ANISH KUMAR

via Google

over 7 years ago

Great financing advise, created a plan for me to get my finances on track and easy to talk to..these team is very experienced and very honest!

FP

Financial Planning Services

Name: Financial Planning Services
Address: 6920 Pointe Inverness Way, Fort Wayne, IN, 46804, US
Telephone: (260) 469-3218
Price range: $$$
Rating: 5

Your trusted partner for building wealth and securing your financial future in Fort Wayne.

5(3 reviews)

$$$

Business

financial-advising

financial-advisor

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About Financial Planning Services

Financial Planning Services, located at 6920 Pointe Inverness Way Suite 170 in Fort Wayne, IN, is a premier financial advisory firm dedicated to helping individuals and families achieve their financial goals. With a perfect 5/5 rating from satisfied clients, we offer personalized, knowledgeable, and honest guidance across all aspects of finance. Our team creates tailored plans to get your finances on track, focusing on wealth building, retirement planning, and investment strategies. We pride ourselves on being personable, experienced, and committed to your long-term success.