Unified Wealth & Retirement Planning
10305 Dawson's Creek Blvd. Bldg 1-Suite C,
Insurance and Financial Services
Retirement Income Planning, Annuities, Asset Management, Social Security Optimization, Life/Health/Disability/Long-Term Care Insurance, 401k Oversight
Ms. Harris has been in the estate planning and financial services industry for over 16 years and serves hundreds of clients in Indiana, Ohio and Michigan. She is the Founder and President of Unified Wealth & Retirement Planning, a company dedicated to helping retirees and pre-retirees realize their retirement dreams by pursuing, protecting and preserving wealth. Through retirement income planning, asset preservation and financial advisory services, we utilize strategies to help build and distribute wealth during your lifetime.
Marsha currently holds the Series 65 license and is an Investment Advisor Representative registered with Brookstone Capital Management, an SEC Registered Investment Advisor. She previously held the Series 6, Registered Representative designation through FINRA. She is also a licensed life/health/disability and long-term care insurance agent representing numerous carriers.
She previously served on the Board for the Fort Wayne Chapter of NAIFA (National Association of Insurance and Financial Advisors). She is a Qualifying Member of MDRT (Million Dollar Round Table). Unified Wealth & Retirement Planning is an A+ Accredited Business with the Better Business Bureau.
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