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APP Financial has been providing retirement and financial planning to clients in Fort Wayne and the surrounding areas since 1965. One of our most distinguishing traits is how well we listen and how much we care. When you call our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time.

APP Financial has been providing retirement and financial planning to clients in Fort Wayne and the surrounding areas since 1965. One of our most distinguishing traits is how well we listen and how much we care. When you call our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time. 

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Our Team

About Our Team

A sound investment strategy depends on understanding your goals. That's why I begin by reviewing your risk tolerance and time horizon before incorporating your financial goals into my data-driven approach.

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Who We Serve:

INDIVIDUALS & FAMILIES

BUILDING STRONG FOUNDATIONS

You want to build a stable future for yourself and your family. We work to understand your financial situation, goals, and values to develop a customized plan. Whether you're saving for college or purchasing a home, we provide the guidance and support you need to make informed decisions that guide you to your ideal financial future.

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PRE-RETIREES & RETIREES

TRANSITIONING WITH CONFIDENCE

For those approaching retirement, we provide strategic retirement planning to support a comfortable retirement. From income planning to preserving wealth tailored to your retirement goals, we help you transition smoothly from accumulation to distribution, giving you the confidence to enjoy your retirement to the fullest.

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What is the Social Security Fairness Act?

The Social Security Fairness Act eliminates two longstanding provisions for Social Security: the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These rules previously reduced Social Security benefits for retirees who receive pension income from non-covered employment.

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OUR FIRM

OUR FIRM

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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OUR APPROACH

OUR APPROACH

We strive to build long-lasting client relationships offering education and guidance.

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OUR RESOURCES

OUR RESOURCES

Our resource center offers a wide range of timely, informative articles written with you in mind.

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Services

In addition to working tirelessly on your behalf, I offer an array of services to those in our community.

Retirement

Pursuing retirement dreams in the future requires a strong foundation now.

Investment

I know how to create a portfolio designed around your needs.

Estate

With sensitivity and care, I’ll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of a successful retirement strategy. I can help.

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Call Us

260-484-9577


Address

9933 Dupont Circle Drive West

Suite 110

Fort Wayne, IN 46825