Retirement Income
Designs retirement income strategies around clients' goals.
Woolman Financial Group
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About Woolman Financial Group
Based in Fort Wayne, Woolman Financial Group is a financial advising firm serving business owners, corporate executives, medical professionals, and faith-based stewards. It offers cash flow optimization, protection planning, retirement income design, business exit planning, legacy and estate planning, and tax diversification strategies. The firm helps clients assess retirement and legacy plans through a 20-minute quality control call and provides resources such as a wealth protection checklist and financial health assessment. Its planning addresses protecting business and family assets, preparing for retirement income, and organizing financial strategies around clients' goals. The website also describes work with families seeking to protect wealth and pass it on to loved ones.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Estate Planning
Offers legacy and estate planning strategies.
Business Exit
Provides business exit planning for owners nearing retirement.
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