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9910 DuPont Cir Dr East
Suite 100
Fort Wayne, IN 46825
Phone: 260-497-7711
Fax: 260-497-0606
Toll-Free: 800-487-6639
Direct: 260-487-4133
Contact Us
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Newsletters- Business Succession
Selling a business takes making many decisions. We can help you make the right choices.- Business Succession (10/1/2007)
Selling a business takes making many decisions. We can help you make the right choices.
- Trust Basics (10/1/2007)
Whether you're seeking to manage your own assets, control how your assets are distributed after death, or plan for incapacity, trusts can help you accomplish your estate planning goals.
- Panning for incapacity (10/1/2007)
What happens if or when you lose your independence? This newsletter helps you pre-plan for the possibility to be prepared should incapacity happen to you or a loved one.
- Beyond traditional asset classes (10/1/2007)
Looking beyond fundamental components to other investments which can potentially spice up returns or reduce overall portfolio risk.
- Handling Market Volatility (10/1/2007)
Covential wisdom says what goes up, must come down. here are some commen sense tips to help you during the difficult times when your money is at stake in a volatile market cycle.
- All about IRA's (10/1/2007)
Roth or traditonal IRA's? Choosing the best IRA for your specific needs.
- Caring for an aging parent (10/1/2007)
Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. It's always better to be prepared.
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