Call for an APPOINTMENT: (260) 444-4060

PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to us now. (Tomorrow Begins Today)

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

YOUR FINANCIAL SECURITY IS OUR BUSINESS

We strive to serve our clients during the financial planning process through deep and
meaningful relationships that last for generations.

A Few Words About Us

We here at Life Financial specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

Learn More

Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

Learn More

Resources

Learn More

Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

Learn More

Weekly Newsletter

THREE WAYS TO HELP AMERICANS SAVE MORE FOR RETIREMENT

One in five Americans have absolutely nothing saved for retirement. That’s according to new data released in October by the Indexed Annuity Leadership Council (IALC). Just as alarming as the number of nonexistent retirement accounts: More than half of Americans...

read more

Your Annuity Payout Options Explained

Many retirement investors use annuities for guaranteed income. But some find their annuity payout options to be confusing. There are a variety of methods to receive annuity income payments. With so many choices, it can be hard to decide what’s right for you. People...

read more

Why Fixed Annuities Will Be Strong Sellers Through 2018

Fixed annuity sales have bright prospects in the next five years, due in large part to anticipated strength in sales of income annuities and fixed index annuities, according to researcher Joseph E. Montminy. In fact, income annuity sales are on such a tear that “their...

read more

IRA Blog

Tax Law Updates to 529 Educational Plans

529 Educational Plans Should Be Gaining in Popularity  Now that the dust has settled and the tax code has been “reformed,” it’s time to unpack those changes and analyze how best they can help you and your clients. One of the changes was the expansion of 529...

read more

Tips for a Successful Tax Season

The IRS says it will start accepting and processing 2017 tax returns on January 29 and expects to issue nine of 10 refunds within 21 days. To get the fastest refund possible, file electronically and request direct deposit of the refund amount. The IRS says it won't...

read more

What Our Clients Are Saying

John, thank you for your unconditional service, that personal touch, as you provide me and my husband with financial advice. I appreciate your ease and mannerism that you use as you assure me. Any question, concern, apprehensions, or unease on my part has always been attended to immediately. You have always been available to answer and reassure me, no matter how trivial the concern might be. Your approach works for us and I value your guidance as we make decisions regarding what’s best for us. Thanks! Bobbie and Obiekwe. I - Fort Wayne, IN

Check Us Out / Community Involvement