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?
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?
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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
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.
