FINANCIAL ADVICE FOR
LIFE'S BIG EVENTS
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New Job
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Recently Engaged
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Recently Married
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New Child
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Hit The Lottery?
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Retiring
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Job Loss
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Divorce
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Loss of a Loved One
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Bankruptcy
What Is A Financial Review?
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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.
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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.
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?
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15+ Years Of Experience
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1-On-1 Consultations
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Locally Owned & Independent
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Fee-Based - Your Success Is Our Success
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You Meet With A CFP® Professional
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Understand & Serve Greater Fort Wayne
Tel: 260-489-0303
Fax: 260-366-4847
