Best Investment Service Fort Wayne Near Me

4worldlovers:
At Stifel, we believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children's college education, reduce your tax bills, or increase your income to meet monthly expenses, you can expect personalized, professional service and advice.

4worldlovers: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

4worldlovers: Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan. These savings can represent a significant portion of your retirement income, so it’s important you carefully evaluate all of the options.

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. Make an appointment with us to talk about your estate planning goals.

Find out ideas on how we can help you reach your retirement goals with an IRA. Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA. It can help supplement those savings and give you access to a wider range of investments.

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.

Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

4worldlovers: We are a boutique retirement and investment services firm that works with individuals and employers who understand that when it comes to insuring one's financial future, one size does not fit all.


We are committed to educating the general consumer and pulling back the curtain to understanding financial planning.

Each client and company we work with receives a customized financial action plan to see them through retirement, or any special situation that may arise.

We focus on Investment Management Services, Retirement Plans, 401(k) Management, 401(k) Rollovers, 401(a)/403(b)/457(a)/ESOP/Deferred Comp Plans, Pension Option Strategies, Health Insurance/Medicare Plans, IRMAA Reduction planning, Health Savings Accounts, Life Insurance Strategies, Annuities, Tax Strategies, Estate Planning, Nursing Home Planning, Charitable Giving Strategies, Qualified Charitable Distribution planning, Donor Advised Funds, Charity Remainder Trusts & Annuities, and Roth Investment & Conversion Planning.