Financial Planning Services

Financial Planning Services We strive to provide professional financial advice to people of all ages, incomes, and net worth. Securities offered through Osaic Wealth, Inc.

Member FINRA/SIPC. Investment advisory and financial planning services offered through Financial Planning Services. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For full disclosures, visit our website https://www.tobuildwealth.com/ Thank you

Helping Your Child Avoid Student Loans For parents, one of the biggest concerns is how to help a child pursue higher edu...
06/23/2026

Helping Your Child Avoid Student Loans For parents, one of the biggest concerns is how to help a child pursue higher education without being burdened by debt. With the rising cost of tuition, student loans often feel inevitable, but...

Another great evening at Parkview Field cheering on the TinCaps earlier this week! Even though the TinCaps didn't come a...
06/18/2026

Another great evening at Parkview Field cheering on the TinCaps earlier this week! Even though the TinCaps didn't come away with a win, we still consider the evening a success.

After a weather delay that ended up bringing no rain at all, we enjoyed a fun night at the ballpark with our clients and their guests. These events are a great reminder that some of the most valuable moments happen away from the office—simply spending time together, sharing conversations, and strengthening relationships.

Thank you to everyone who joined us and helped make it such an enjoyable evening. We truly appreciate the opportunity to connect with our clients and are already looking forward to the next event.

Win or lose, time well spent with great people is always a victory.

True financial freedom isn’t about predicting the future; it’s about being ready for it. Markets shift, healthcare costs...
06/16/2026

True financial freedom isn’t about predicting the future; it’s about being ready for it. Markets shift, healthcare costs rise, and life keeps happening. The most confident retirees are those whose plans can flex with change.

Keep Saving Even in Retirement: The Habit That Never Gets Old Most people see retirement as the finish line. But financi...
06/09/2026

Keep Saving Even in Retirement: The Habit That Never Gets Old Most people see retirement as the finish line. But financially speaking, it’s more like halftime. You’ve built your nest egg; now the goal is to make it last.Even after you...

May 2026 Overall Themes 1. U.S. Economy Remains Resilient The U.S. economy continued to show strength in May despite ong...
06/05/2026

May 2026 Overall Themes 1. U.S. Economy Remains Resilient The U.S. economy continued to show strength in May despite ongoing inflation concerns and geopolitical uncertainty. Consumer spending remained healthy, corporate earnings were...

What a night at Parkview Field! The Financial Planning Services team had an incredible time cheering on the Fort Wayne T...
06/05/2026

What a night at Parkview Field! The Financial Planning Services team had an incredible time cheering on the Fort Wayne TinCaps alongside some of our amazing clients and their guests earlier this week— and the win made it even better! There's nothing quite like good company, great baseball, and a W to cap off the evening.

A huge thank you to everyone who joined us — we are so grateful for the relationships we have built with each of you. Nights like this remind us why we love what we do!

Want to join us at a future game and bring someone special along? Ask us how — we would love to see you and a guest in the stands!

Don’t Let a Down Market Sink Your Ship: Spending Wisely When Times Get RoughThe market doesn’t care that you’re retired....
05/26/2026

Don’t Let a Down Market Sink Your Ship: Spending Wisely When Times Get RoughThe market doesn’t care that you’re retired. When downturns hit, withdrawing large amounts from your investments can have long-term consequences, even if it...

The Rainy Day Never Retires: Why Every Season Needs a Safety Net Retirement is often called “the golden years,” but even...
05/19/2026

The Rainy Day Never Retires: Why Every Season Needs a Safety Net Retirement is often called “the golden years,” but even golden years can bring gray skies. Whether it’s a home repair, medical bill, or family emergency, life still...

When it comes to who decides to work with investment advisors or wealth managers, there are three groups of investors: G...
05/12/2026

When it comes to who decides to work with investment advisors or wealth managers, there are three groups of investors: Group 1 enjoys the investing process and has the time and ability to manage their own investments. Group 2 may have...

April 2026 Market Recap
05/05/2026

April 2026 Market Recap

Address

6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN
46804

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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