WWA Planning & Investments

WWA Planning & Investments Specializing in helping Cummins Employees maximize their RSP and other benefits for over 20 years. Fee-only Financial Planning and Investment Management.

As your fee-only independent financial advisors, our job is to ask the right questions to get to the right answers for your situation. With WWA Planning & Investments, you pay for our time and our knowledge. We are trained to see the context and ask the right questions, questions that you probably did not know would have an impact. It’s not just that you can’t see your own situation objectively (a

lthough that is part of life), it’s just that it takes a level of training and type of background to know how ask the right questions.

Happy Presidents Day, for the WWA Planning and Investments team!
02/16/2026

Happy Presidents Day, for the WWA Planning and Investments team!

Happy Martin Luther King Jr. Day, from the team at WWA!
01/19/2026

Happy Martin Luther King Jr. Day, from the team at WWA!

Happy New Year! Let us help you reach your financial goals for a secure future starting in 2026! Click the link below to...
01/01/2026

Happy New Year! Let us help you reach your financial goals for a secure future starting in 2026! Click the link below to schedule a meeting at your convenience. [email protected]/s/YgNEUMPDd0aBSZTRpsOgug2?ismsaljsauthenabled" rel="ugc" target="_blank">https://outlook.office.com/book/[email protected]/s/YgNEUMPDd0aBSZTRpsOgug2?ismsaljsauthenabled

From the team here at WWA, have a very Merry Christmas!
12/25/2025

From the team here at WWA, have a very Merry Christmas!

Did you know? Today is Ugly Sweater Day! Stop by today and show us your favorite "Ugly" sweaters.
12/19/2025

Did you know? Today is Ugly Sweater Day! Stop by today and show us your favorite "Ugly" sweaters.

Here's how to protect yourself from real estate fraud
12/18/2025

Here's how to protect yourself from real estate fraud

While it’s not common, real estate deed fraud is on the rise across Indiana and the United States.Our definition comes from the FBI: “Deed fraud often involves identity theft where criminals will use personal information gleaned from the internet or elsewhere to assume your identity or claim to ...

Did you know? Today is Christmas Card Day! We here at WWA strive to help you plan for your future, so get your Christmas...
12/09/2025

Did you know? Today is Christmas Card Day! We here at WWA strive to help you plan for your future, so get your Christmas cards in the mail so that your friends and family receive them on time!

Did you know? Today is the Day of the Ninja! Like a true ninja, we help you move through life financially prepared, quie...
12/01/2025

Did you know? Today is the Day of the Ninja!

Like a true ninja, we help you move through life financially prepared, quietly powerful, and ready for anything. Because the best financial moves? You barely see them coming... but they make a big impact.

Click below and schedule a meeting today to see how we can help you achieve your financial goals.
[email protected]/s/YgNEUMPDd0aBSZTRpsOgug2?ismsaljsauthenabled" rel="ugc" target="_blank">https://outlook.office.com/book/[email protected]/s/YgNEUMPDd0aBSZTRpsOgug2?ismsaljsauthenabled

From our family to yours, Happy Thanksgiving!
11/27/2025

From our family to yours, Happy Thanksgiving!

We here at WWA would all like to take a moment to simply say, "Hello!" Happy World Hello Day!
11/21/2025

We here at WWA would all like to take a moment to simply say, "Hello!" Happy World Hello Day!

A big thank you to all of our veterans, from the WWA team! Thank you all for your service!
11/11/2025

A big thank you to all of our veterans, from the WWA team! Thank you all for your service!

Did you know? It's national "Men Make Dinner" day! And just like a great meal, a solid financial plan takes the right in...
11/06/2025

Did you know? It's national "Men Make Dinner" day! And just like a great meal, a solid financial plan takes the right ingredients, timing, and a dash of creativity.

Whether you're grilling steaks or cooking up retirement goals, we're here to help you serve up a future that's well-seasoned and satisfying.

Because financial planning isn't just about number - it's about knowing when to stir, when to simmer, and when to let it grow.

Click the link below and schedule a meeting at your convenience!
[email protected]/s/YgNEUMPDd0aBSZTRpsOgug2?ismsaljsauthenabled" rel="ugc" target="_blank">https://outlook.office.com/book/[email protected]/s/YgNEUMPDd0aBSZTRpsOgug2?ismsaljsauthenabled

Address

427 Washington Street
Columbus, IN
47201

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18123791120

Alerts

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Value of Having WWA as Your Dedicated Financial Advisor

"A single client intervention… could more than offset years of advisory fees."

Hiring an advisor is a matter of personal preference. This one decision can have huge implications for your long-term financial well-being. Receiving good (or bad advice) will determine if you will have enough money for the rest of your life. Decisions regarding how much to save, how to allocate that money, when to retire and how to spend money during retirement will impact your quality of life.

The real value of an advisor is not in your investment returns, but in the intangibles such as:


  • Personalize guidance