Unified Wealth & Retirement Planning

Unified Wealth & Retirement Planning Helping you achieve your vision for retirement is our number one goal. BCM and Unified Wealth & Retirement Planning are independent of each other.

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor.

Ronald Reagan said it best: "They gave up two lives—the one they were living and the one they would have lived.” It is t...
05/25/2026

Ronald Reagan said it best: "They gave up two lives—the one they were living and the one they would have lived.”

It is true that we owe them a debt we cannot repay. At the very least, let us always remember. ❤️🤍💙

God bless the fallen.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/07/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

Hoping you feel the warmth of God’s love as we celebrate that Christ is risen!✝️From my family to yours, Happy Easter!💜
04/05/2026

Hoping you feel the warmth of God’s love as we celebrate that Christ is risen!✝️

From my family to yours, Happy Easter!💜

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
02/19/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

This Financial Wellness Month, we wanted to highlight an important component of your long-term financial health: retirem...
01/22/2026

This Financial Wellness Month, we wanted to highlight an important component of your long-term financial health: retirement contributions.

You might think that contributing the full amount to your account each year is the best move, but that might not always be the case.

For some, maxing out their retirement accounts can improve their financial stability and boost the compound growth in their accounts. However, for others, focusing on maxing out retirement funds can make it harder to save for other important expenses or goals.

Your financial plan should be tailored to your life stage and long-term goals. We’re here to make sure that your retirement contribution strategy makes sense for your financial picture. If you have questions about your retirement accounts or your contribution strategy, give us a call. We’re here to help you achieve your goals.

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite account...
01/19/2026

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite accounts of Dr. King’s life and legacy:

🔵"My Life with Martin Luther King, Jr." by Coretta Scott King
🔵"King: A Life" by Jonathan Eig
🔵"The Autobiography of Martin Luther King, Jr." edited by Clayborne Carson

If you’re looking for more ways to honor the day, you can visit thekingcenter.org for ideas, events, and resources.

Please note that in honor of the holiday, our office is closed on Monday, January 19th. We’ll be back on Tuesday, January 20th, and look forward to connecting with you then.

If you’re thinking about retirement, you might be considering Social Security benefits as part of your plan. But you mig...
01/15/2026

If you’re thinking about retirement, you might be considering Social Security benefits as part of your plan. But you might not realize that you could be preparing now to help increase your benefit later.

Here are some key Social Security strategies that could help maximize your benefit more — and bring you greater peace of mind down the road:

✅ Work at least 35 years - Social Security is based on your 35 highest-earning years. If you’re only a few years off of this target, you may want to consider working until you hit the 35-year mark.

✅ Consider additional earning opportunities - Raises, promotions, or side gigs that increase your income can count toward a higher future benefit.

✅ Check your earnings record - Errors or missing income can shrink your future payments. Review and correct them through your My Social Security account.

✅ Wait until full retirement age - Claiming Social Security benefits early can reduce your monthly amount for life. Waiting until your full retirement age can pay off.

✅ Consider delaying benefits - For every year you delay past your full retirement age, your benefit increases. Depending on your personal health and financial needs, delaying your Social Security benefits can help you earn more as you age.

While these strategies may work for some, it’s important to discuss the best approach for your unique situation with a financial advisor.

That’s where we come in. Give us a call today, and we can discuss a holistic wealth management strategy that considers current needs and future goals.

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swi...
01/15/2026

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.

Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.

Address

1910 Saint Joe Center Road, Unit 45
Fort Wayne, IN
46825

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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