Financial Planning Services

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Financial Planning Services We strive to provide professional financial advice to people of all ages, incomes, and net worth. Securities offered through Osaic Wealth, Inc.

Member FINRA/SIPC. Investment advisory and financial planning services offered through Financial Planning Services. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For full disclosures, visit our website https://www.tobuildwealth.com/ Thank you

What is a Roth IRA and Should You Open One? When it comes to saving for retirement there are several account options to ...
10/13/2026

What is a Roth IRA and Should You Open One? When it comes to saving for retirement there are several account options to choose from. I wanted to take a moment to focus on one of these options which is a Roth IRA. A Roth IRA is a type...

Which Investment is Right for You? Three Investment Traits to Consider The investment world has exploded. There are many...
10/06/2026

Which Investment is Right for You? Three Investment Traits to Consider The investment world has exploded. There are many options – mutual funds, stocks, bonds, ETFs, CDs, treasuries, real estate, annuities – maybe too many options....

Is Social Security Really Running Out of Money? You’ve probably seen headlines warning that Social Security could be dep...
09/29/2026

Is Social Security Really Running Out of Money? You’ve probably seen headlines warning that Social Security could be depleted by the year 2033. While that sounds alarming, it’s not entirely accurate. Social Security has historically...

The Rising Cost of Long-Term Care: One of the biggest financial concerns people face as they get older is the potential ...
09/22/2026

The Rising Cost of Long-Term Care: One of the biggest financial concerns people face as they get older is the potential cost of long-term care. The reality is that the price of care can vary significantly depending on the level of...

Mind Over Money: 5 Ways to Outsmart Yourself and Invest SmarterThroughout this series, we’ve explored five biases that q...
09/15/2026

Mind Over Money: 5 Ways to Outsmart Yourself and Invest SmarterThroughout this series, we’ve explored five biases that quietly shape how we handle money:1. Loss Aversion— Fear of losing often costs more than actual losses.2. Herd...

Seeing What You Want to See: The Danger of Confirmation BiasOnce we believe something about the market, an investment, o...
09/01/2026

Seeing What You Want to See: The Danger of Confirmation BiasOnce we believe something about the market, an investment, or even ourselves, we naturally look for information that proves us right. That’s confirmation bias.It makes us read...

The Comfort Zone Costs You: Rethinking the Status QuoWe are creatures of habit, and in investing, that’s called status q...
08/25/2026

The Comfort Zone Costs You: Rethinking the Status QuoWe are creatures of habit, and in investing, that’s called status quo bias. It’s the tendency to stick with what’s familiar, even when better options exist.Maybe your portfolio looks...

Post 3: “Recency Bias: When Yesterday’s Market Becomes Tomorrow’s Mistake”It’s natural to assume the future will look li...
08/18/2026

Post 3: “Recency Bias: When Yesterday’s Market Becomes Tomorrow’s Mistake”It’s natural to assume the future will look like the recent past. After a long market rally, we expect more growth; after a downturn, we brace for worse. This is...

The Herd Trap: Why Following the Crowd Can Lead You AstrayWhen markets surge or tumble, it’s easy to follow what everyon...
08/11/2026

The Herd Trap: Why Following the Crowd Can Lead You AstrayWhen markets surge or tumble, it’s easy to follow what everyone else is doing. This is herd mentality: the instinct to conform, even when it conflicts with our own logic.This...

Are We in a Tech Bubble? It is becoming increasingly difficult to go through an entire day without using some form of ar...
08/04/2026

Are We in a Tech Bubble? It is becoming increasingly difficult to go through an entire day without using some form of artificial intelligence. Even something as routine as a Google search now relies on AI to help deliver more relevant...

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6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN
46804

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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