They take complex financial planning and educate you first before laying out a recommendation…read more Heather creates detailed plans extremely customized to each person.

From the owner: Holistic Financial Planningread more

HORRIBLE EXPERIENCE! DO NOT USE LINCOLN FINANCIAL! Trying to close my account has been a…read morefrustrating process with nobody returning calls or sending the correct forms. Their mistakes cost me a lot of money. I've been waiting for my money for weeks. When I called to check the status, I couldn't understand a word she was saying. Finally, she said they gave me the wrong form and I have to start over. Nobody contacted me to tell me that!! Their error cost me thousands as the market has gone down significantly. I asked to speak to a supervisor and was told they'll call me. Still waiting. Do NOT invest your hard earned money with this joke of a company unless you want nothing but problems!

If I could give negative stars, I would! Primerica Insurance Company shares some of the negativity…read moreI feel. I was sold a LFN Fixed Annuity as well as a Primerica Life Insurance policy back in 2013. I cancellef the life insurance policy in 2022 relatively easily. My problem was in surrendering the annuity this year. Primerica agents were not responsive and provided no assistance in the process and gave me the wrong number to contact Lincoln Financial Directly. It took me 2 days of being on terminal hold, being hung up on, spoken to with such thick accents as to be not understandable to finally reach 2 agents that eventually got me to t h e correct team. I was emailed a form to complete and submit. The form was confusing and did not explain fully what information was needed. Primerica agent would not assist with the submission, even though the first question asked by LFG is to determine if the caller is the agent or the client. I submitted the form. Crickets!!!! When I finally reached the Annuity team to try and figure out why no response or contact was made, was told they mailed a letter that I should receive in 10 days. Multiple calls and stop payments on missing checks with 10 business days in between each, I finally got my money today. I has only taken 2 months and 2 bottles of aspirin!! Steer clear, as most agents and employees are not there to help you.

The entire crew has been nothing but outstanding for us and greatly increased our portfolio in a…read morevery short time. They stood by us before we were even clients when we were going through a tough time and have always gone above and beyond to help us.. even on weekends.

I talked to Brian concerning drawing funds(penalty free) from my account.My account has been there…read morefor at least 15 years. He assured me no problem; he would get on it immediately and I would have a check in 3-4 days. Ten days later no money. Called about it and was told sorry there was a backlog. This firm is good about getting you to invest. Tell your money goodbye you can't wd it even though you meet all their guidelines.....maybe your heirs??? I give them a rating of 0 stars.

Nick helped my wife and I secure our future through great financial planning. We also have setup…read moreour children with some financial stability when they get older. Nick worked with us to figure out the correct route to accomplish our short and long term goals. I would recommend him to anyone looking for financial advising.

From the owner: We specialize in holistic financial planning for families and small businesses in Fort Wayne, IN,…read moreincluding both insurance and investment solutions.