Financial Planning Services - Fort Wayne, Indiana

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Introduction to TobiBuildWealth Financial Planning Services

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TobiBuildWealth is a dedicated financial planning firm committed to helping individuals and families achieve their financial goals. Located at 6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804, United States, and reachable at Phone: 2604693218, the firm offers a comprehensive suite of services designed to provide clarity, security, and growth within one’s financial life. Their website, Website: tobuildwealth.com, serves as a central hub for information and resources. The firm’s Specialties: Financial planner, Financial consultant, reflect their expertise in guiding clients through complex financial landscapes.

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Services Offered

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TobiBuildWealth provides a wide range of tailored financial planning services to meet diverse client needs. These services include:

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors like savings, investments, and Social Security benefits.

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• Investment Management: Constructing and managing investment portfolios aligned with clients’ risk tolerance and financial objectives.

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• Estate Planning: Helping clients plan for the distribution of their assets after death, minimizing estate taxes, and ensuring their wishes are honored.

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• Education Planning: Assisting families in saving and investing for their children’s education, exploring options like 529 plans and other educational savings vehicles.

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• Insurance Planning: Evaluating insurance needs – life, health, disability, and property – to protect clients and their families from unforeseen events.

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• Tax Planning: Identifying tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.

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• Financial Goal Setting: Collaborating with clients to define and prioritize their financial goals, creating a roadmap to achieve them.

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The firm's approach emphasizes a collaborative partnership, working closely with clients to understand their unique circumstances and aspirations. They pride themselves on providing honest, transparent, and personalized advice. Clients often highlight the team’s ability to translate complex financial concepts into easily understandable terms, fostering a comfortable environment for open communication.

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Location and Accessibility

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TobiBuildWealth’s office is conveniently located at 6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804. The facility is designed with accessibility in mind, offering:

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• Wheelchair-accessible car park: Ensuring convenient access for individuals using wheelchairs.

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• Wheelchair-accessible entrance: Providing a seamless entry experience.

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• Wheelchair-accessible toilet: Meeting the needs of clients with mobility limitations.

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• Toilet facilities: Standard restroom access is readily available.

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Appointments are recommended to ensure dedicated attention and allow for thorough planning. The team understands the importance of building strong client relationships and prioritizes scheduling consultations that accommodate individual needs.

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Client Feedback and Reputation

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The firm’s commitment to client satisfaction is evident in its positive reputation. Currently, TobiBuildWealth boasts 3 reviews on Google My Business, all of which average a remarkable 5/5. These reviews consistently praise the team’s knowledge, approachability, and dedication to helping clients achieve their financial goals. Many clients specifically commend the team’s ability to create easy-to-follow financial plans, fostering a sense of confidence and control over their finances. Feedback frequently mentions the team’s honesty and experience, contributing to a trusting and long-lasting client relationship. It’s clear that TobiBuildWealth prioritizes building genuine connections with its clients, going beyond simply providing financial advice to actively supporting their financial well-being.

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Key Features & Benefits

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Here’s a summary of what sets TobiBuildWealth apart:

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• Experienced Professionals: The team comprises seasoned financial planners and financial consultants with a deep understanding of the financial markets and investment strategies.

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• Personalized Approach: Each client receives a customized financial plan tailored to their specific goals, risk tolerance, and circumstances.

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• Transparent Communication: The firm is committed to open and honest communication, ensuring clients fully understand their financial plans and options.

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• Holistic Planning: TobiBuildWealth takes a holistic approach, considering all aspects of a client’s financial life – retirement, investments, estate planning, education, and more.

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• Client-Focused Service: The firm prioritizes building strong client relationships and providing ongoing support to help clients stay on track with their financial goals.

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In conclusion, TobiBuildWealth offers a comprehensive and client-centered financial planning service. Their dedication to accessibility, expertise, and open communication makes them a valuable resource for individuals and families seeking to secure their financial future.

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"summary": "TobiBuildWealth is a well-regarded financial planning firm in Fort Wayne, providing personalized advice and comprehensive services to help clients achieve their financial goals, consistently receiving high praise for their expertise and approachability.",
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