Financial Planning Services

Financial Planning Services We strive to provide professional financial advice to people of all ages, incomes, and net worth. Securities offered through Osaic Wealth, Inc.

Member FINRA/SIPC. Investment advisory and financial planning services offered through Financial Planning Services. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For full disclosures, visit our website https://www.tobuildwealth.com/ Thank you

Don’t Let a Down Market Sink Your Ship: Spending Wisely When Times Get RoughThe market doesn’t care that you’re retired....
05/26/2026

Don’t Let a Down Market Sink Your Ship: Spending Wisely When Times Get RoughThe market doesn’t care that you’re retired. When downturns hit, withdrawing large amounts from your investments can have long-term consequences, even if it...

The Rainy Day Never Retires: Why Every Season Needs a Safety Net Retirement is often called “the golden years,” but even...
05/19/2026

The Rainy Day Never Retires: Why Every Season Needs a Safety Net Retirement is often called “the golden years,” but even golden years can bring gray skies. Whether it’s a home repair, medical bill, or family emergency, life still...

When it comes to who decides to work with investment advisors or wealth managers, there are three groups of investors: G...
05/12/2026

When it comes to who decides to work with investment advisors or wealth managers, there are three groups of investors: Group 1 enjoys the investing process and has the time and ability to manage their own investments. Group 2 may have...

April 2026 Market Recap
05/05/2026

April 2026 Market Recap

Estate planning is a critical step for those who want to protect their family, assets, and legacy. Too often, people put...
04/28/2026

Estate planning is a critical step for those who want to protect their family, assets, and legacy. Too often, people put planning off because they assume it’s complicated, expensive, or only relevant later in life. The truth is,...

Happy Administrative Professionals Day! Shoutout to all the organizers and problem solvers who keep everything running s...
04/22/2026

Happy Administrative Professionals Day! Shoutout to all the organizers and problem solvers who keep everything running smoothly behind the scenes. Your hard work and attention to detail do not go unnoticed. Thank you for all that you do!

When teaching kids about money, it is important to start with the fundamentals. Before budgeting apps, bank accounts, or...
04/21/2026

When teaching kids about money, it is important to start with the fundamentals. Before budgeting apps, bank accounts, or allowances, children need to understand one simple truth: money has purpose.Money is a tool. It is not a reward...

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
04/15/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

With the 2025 tax deadline approaching tomorrow, we wanted to highlight some common ways individuals end up paying more ...
04/14/2026

With the 2025 tax deadline approaching tomorrow, we wanted to highlight some common ways individuals end up paying more in taxes than necessary. We recommend reviewing your tax situation each year with your financial advisor and a...

2026 first quarter market update
04/07/2026

2026 first quarter market update

Address

6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN
46804

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Website

http://www.linkedin.com/company/financial-planning-services---tobuildwealth-com

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