EverTrue Financial Services

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 d

Photos from Fort Wayne Football Club's post 07/19/2024

Congratulations on a great season Fort Wayne FC! Good luck in the playoffs!

Photos from EverTrue Financial Services's post 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.

11/23/2023

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!

11/02/2023

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!

Finding a Balance in Financial Planning: The Tale of Two Fathers 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.

Which Retirement Accounts Should You Withdraw From First? 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.

You may qualify for Life Insurance in minutes! 07/13/2023

Have you ever wanted to know how much term life insurance would cost you? Click the link below and you can get a quote and coverage within minutes.

You may qualify for Life Insurance in minutes! Just click and answer a few questions...

07/06/2023

There are some significant milestones when it comes to your finances and planning for retirement. If you've reached any of these markers or are nearing one and have questions, give us a call--we'd love to walk you through it!

Want your business to be the top-listed Accountant in Fort Wayne?
Click here to claim your Sponsored Listing.

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