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.
Take advantage of a complimentary consultation.
Our History
Years of experience have prepared us to guide you through your life transitions.
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.
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.
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.
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.
OUR FIRM
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
OUR APPROACH
We strive to build long-lasting client relationships offering education and guidance.
OUR RESOURCES
Our resource center offers a wide range of timely, informative articles written with you in mind.
Services
In addition to working tirelessly on your behalf, I offer an array of services to those in our community.
Ready to begin?
See What My Clients Have to Say
"It has been months since we first met with James and his team, and they made the transitions of our investments super easy. We couldn’t be happier"
Sara Customer,
Happy Client and Retiree
"James and his team provide world-class financial advice on a very personal level."
George Customer,
Happy Client and Retiree
Call Us
260-484-9577
Address
9933 Dupont Circle Drive West
Suite 110
Fort Wayne, IN 46825