SEC CRD #801-123630
Financial Planning Services (260) 469-3218 Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. Learn More Tuning Your Social Security Benefit When should you take your Social Security benefit? Learn More Saving for College 101 Here's a crash course on saving for college. Learn More The Latte Lie and Other Myths Check out this video to begin separating fact from fiction. Learn More Click Here To Read Our Weekly Blog Exceptional Service | Thoughtful Advice Building Wealth Together At Financial Planning Services, our team of experienced advisors is committed to taking a personalized approach to assist in planning for our clients financial future. We believe that our biggest responsibility is to not only create a comprehensive plan to help our clients pursue their goals, but to walk alongside our clients every step of the way. We begin with face-to-face meetings. We then use our insight and innovative approach to create unique strategies for every family we work with. We believe the foundation of our business is built on trust. We strive to make any recommendation in your best interest. We will be here when it matters most. Schedule a Call We help our clients pursue a road map towards financial success Our team believes we can make a positive impact in the financial industry. We strive to learn about you, your needs, and your goals. Our efforts are focused on you as we create a plan, implement the strategy, and moni
JACOB SCHMIDT
CHIEF COMPLIANCE OFFICER
๐ (260) 469-3218
๐ Sign up for free to view key contact information
Sign up free โThis profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$213M
Location
FORT WAYNE, IN
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.