FREE FINANCIAL REVIEW 

FINANCIAL ADVICE FOR

LIFE'S BIG EVENTS

  • New Job

  • Recently Engaged

  • Recently Married 

  • New Child

  • Hit The Lottery?

  • Retiring

  • Job Loss

  • Divorce

  • Loss of a Loved One

  • Bankruptcy

What Is A Financial Review?

Our no-cost financial review is a 30 minute conversation about your assets, expenses, debts, and income where a CFP® professional helps define a path to reach your goals. You’ll leave a financial review with a personalized action plan to achieve your dreams or a confirmation that you’re already doing everything right.

No matter what your goal is – getting out of debt, automating your finances, buying a home, or saving for financial independence – we’re here to help. Our free financial review will provide expert advice that’s personalized to your specific situation.

TAKE THE NEXT STEP

START PURSUING YOUR FINANCIAL GOALS

MEET WITH YOUR ADVISOR

ReCIEVE YOUR

CUSTOM FINANCIAL

REVIEW

FREE FINANCIAL

REVIEW

BOOK YOUR FREE REVIEW

 

What Makes Foxworthy Wealth Advisors Different?

Unlike many advisors that provide cookie-cutter financial plans, we tailor your financial plan to your individual needs and goals.

 

We don’t push high-commission investment and insurance products. For those that engage with us beyond the free financial review, we simply charge a financial planning fee that is quoted up-front and based on the complexity of your plan— so you know the advice you are receiving is driven by your needs and not the desire to sell a product.  

 

Furthermore, you will have a dedicated Wealth Advisor who calls and meets with you regularly to keep you informed (not because we have something to sell).

Why Do People Hire Us?

  • 15+ Years Of Experience

  • 1-On-1 Consultations

  • Locally Owned & Independent

  • Fee-Based - Your Success Is Our Success

  • You Meet With A CFP® Professional

  • Understand & Serve Greater Fort Wayne

OUR TEAM

John H. Foxworthy II, CFP® | Wealth Advisor
John coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve.

Jacquee Eicher | Client Service Associate
Jacquee assists John in delivering a world-class experience to our clients. She answers the phone, prepares the reports for client meetings, prepares and processes paperwork, and assists clients with any questions regarding their accounts.

Tel: 260-489-0303

Fax: 260-366-4847

7230 Engle Rd

Suite 212

Fort Wayne, IN 46804

info@foxworthywealth.com

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Foxworthy Wealth Advisors, a registered investment advisor. Foxworthy Wealth Advisors is a separate entity from LPL Financial. 

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AZ, CA, IN, KY, MI, OH, TX

© 2019 by Foxworthy Wealth Advisors. All rights reserved.