EverTrue Financial Services
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Spend your retirement income confidently. All written content on this site is for information purposes only.
Opinions expressed herein are solely those of Synergy Investment Services, LLC dba EverTrue Financial Services and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Synergy Investment Services, LLC dba EverTrue Financial Services a Registered Investment Advisor in the State of Indiana. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Gregory Smith, independent agent. Synergy Investment Services, LLC dba EverTrue Financial Services and Gregory Smith are not affiliated with or endorsed by any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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07/19/2024
Congratulations on a great season Fort Wayne FC! Good luck in the playoffs!
05/18/2024
Let’s go Fort Wayne FC
12/31/2023
Happy *almost* new year! We are looking forward to serving your financial needs in 2024 and beyond. The office will reopen January 2nd.
Have a safe New Year’s Eve!
12/25/2023
Merry Christmas from my family to yours! We hope your day is filled with joy.
Reminder: the office is closed this week, but I remain available by phone or email to answer any questions or concerns that may arise.
Have a wonderful, restful week.
Happy thanksgiving! Hope everyone gets to enjoy some time with the ones they love this weekend! 🍁🦃
11/21/2023
Excited to Parnter with Fort Wayne FC for the 2024 season!
Fort Wayne FC welcomes new sponsor partner - EverTrue Financial Services! EverTrue Financial helps you preserve, protect, and grow your financial future! Welcome to the FWFC family!
We have moved offices this week. Our office is now located back at Airport North Office Park. The new address is 815 Airport North Office Park.
08/09/2023
Wishing all the teachers, students, and staff a great start to the year!
08/02/2023
Find the right balance between saving for the future and enjoying the present.
Finding a Balance in Financial Planning: The Tale of Two Fathers One father spent freely and didn't save, while the other obsessed over saving. Neither flourished in retirement. Here are four steps to avoid either scenario.
07/27/2023
Here's a standard order for when you should tap which account when you're in retirement.
Which Retirement Accounts Should You Withdraw From First? Here’s a standard order for when you should tap which account when you’re in retirement.
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Contact the business
Website
Address
815 Airport North Office Park
Fort Wayne, IN
46825
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |