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

Unified Wealth & Retirement Planning

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United States
Fort Wayne, IN
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.

10/28/2026

Being introduced to a faith-based education in my early years was a blessing beyond words. Decades later, we're incredibly grateful for the gift of a Christ-centered education for my son, as I witness the fruits of that experience every day.

Amazing things are happening as Concordia Lutheran High School takes A Bold Step with its historic campus transformation! Please take a few moments to see what's been accomplished and what's ahead in this incredible renovation and expansion: https://go.clhscadets.com/share/hubspotvideo/219937241378?utm_medium=email&_hsmi=434659531&utm_content=434228133&utm_source=hs_email

If you would like a behind-the-scenes look in person, please sign up for a tour! Tours are offered every Wednesday at 6:00PM through November 18! Registration is required via this link: https://www.clhscadets.com/apps/news/article/2232117

10/26/2026

Markets sent mixed signals last week as investors weighed a resilient economy against rising oil prices and questions about whether AI spending will pay off. Swipe for a closer look at what moved markets.

We will be watching the Fed’s decision, Big Tech earnings, and fresh growth and inflation data this week. As always, please reach out with questions about your portfolio or other wealth management matters!
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.

09/11/2026

25 years later, we remember. We honor. And we carry their stories forward so future generations understand the significance of this day and never forget. 🇺🇸

08/11/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today. We are here to help you make informed decisions every step of the way.

08/05/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

07/04/2026

Happy 250th Birthday, America!🇺🇸

Freedom isn’t just something we celebrate today—it’s something many people spend a lifetime working toward.

Wishing you a safe, happy, and blessed Fourth of July!

06/09/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

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.

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!

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.

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

Website

http://www.UnifiedWealthPlanning.com/

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