EverTrue Financial Services

EverTrue Financial Services Spend your retirement income confidently. All written content on this site is for information purposes only.

Opinions expressed herein are solely those of Synergy Investment Services, LLC dba EverTrue Financial Services and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be d

iscussed in detail with your individual adviser prior to implementation. Advisory services are offered by Synergy Investment Services, LLC dba EverTrue Financial Services a Registered Investment Advisor in the State of Indiana. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Gregory Smith, independent agent. Synergy Investment Services, LLC dba EverTrue Financial Services and Gregory Smith are not affiliated with or endorsed by any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

“Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor.

Congratulations on a great season Fort Wayne FC! Good luck in the playoffs!
07/19/2024

Congratulations on a great season Fort Wayne FC! Good luck in the playoffs!

Let’s go Fort Wayne FC
05/18/2024

Let’s go Fort Wayne FC

Happy *almost* new year! We are looking forward to serving your financial needs in 2024 and beyond. The office will reop...
12/31/2023

Happy *almost* new year! We are looking forward to serving your financial needs in 2024 and beyond. The office will reopen January 2nd.

Have a safe New Year’s Eve!

Merry Christmas from my family to yours! We hope your day is filled with joy. Reminder: the office is closed this week, ...
12/25/2023

Merry Christmas from my family to yours! We hope your day is filled with joy.

Reminder: the office is closed this week, but I remain available by phone or email to answer any questions or concerns that may arise.

Have a wonderful, restful week.

11/23/2023

Happy thanksgiving! Hope everyone gets to enjoy some time with the ones they love this weekend! 🍁🦃

Excited to Parnter with Fort Wayne FC for the 2024 season!
11/21/2023

Excited to Parnter with Fort Wayne FC for the 2024 season!

Fort Wayne FC welcomes new sponsor partner - EverTrue Financial Services! EverTrue Financial helps you preserve, protect, and grow your financial future! Welcome to the FWFC family!

11/02/2023

We have moved offices this week. Our office is now located back at Airport North Office Park. The new address is 815 Airport North Office Park.

Wishing all the teachers, students, and staff a great start to the year!
08/09/2023

Wishing all the teachers, students, and staff a great start to the year!

Find the right balance between saving for the future and enjoying the present.
08/02/2023

Find the right balance between saving for the future and enjoying the present.

One father spent freely and didn't save, while the other obsessed over saving. Neither flourished in retirement. Here are four steps to avoid either scenario.

Here's a standard order for when you should tap which account when you're in retirement.
07/27/2023

Here's a standard order for when you should tap which account when you're in retirement.

Here’s a standard order for when you should tap which account when you’re in retirement.

Have you ever wanted to know how much term life insurance would cost you? Click the link below and you can get a quote a...
07/13/2023

Have you ever wanted to know how much term life insurance would cost you? Click the link below and you can get a quote and coverage within minutes.

Just click and answer a few questions...

There are some significant milestones when it comes to your finances and planning for retirement. If you've reached any ...
07/06/2023

There are some significant milestones when it comes to your finances and planning for retirement. If you've reached any of these markers or are nearing one and have questions, give us a call--we'd love to walk you through it!

Address

815 Airport North Office Park
Fort Wayne, IN
46825

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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