Gerry Whitenack

Welcome to APP Financial, your trusted partner for retirement and financial planning in Fort Wayne and the surrounding areas. Since 1965, our fully licensed, registered, and experienced team of advisors and staff have been dedicated to providing personalized financial solutions to our clients. Our mission is to assist people in preparing for their retirement and help them navigate the distribution and income phase of their post-employment life.

At APP Financial, we pride ourselves on our family-like atmosphere and our commitment to truly understanding our clients' financial needs and personal circumstances. When you call our office, you will be greeted by a knowledgeable and caring professional, ready to provide you with the information and guidance you need. Our team is dedicated to ensuring that you feel heard, understood, and valued.

Our Mission

Our mission is to help individuals and families achieve their financial goals by providing comprehensive and personalized retirement and financial planning services. We believe that every client deserves a tailored approach, based on their unique situation, objectives, and values. Our goal is to empower our clients to make informed decisions and to provide them with the tools and resources they need to build a secure and fulfilling financial future.

Our Services

As a comprehensive retirement and financial planning firm, APP Financial offers a wide range of services, including:

• Retirement Planning: We help our clients prepare for retirement by analyzing their current financial situation, projecting their future income needs, and developing a customized retirement plan. Our approach is designed to help our clients achieve their retirement goals while minimizing risks and maximizing their income potential.

• Investment Management: Our team of experienced investment professionals manages our clients' assets using a disciplined, strategic approach. We utilize a wide range of investment vehicles, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments, to create diversified and well-balanced portfolios.

• Estate Planning: We work with our clients to develop comprehensive estate plans that protect their assets, minimize taxes, and ensure that their wishes are carried out. Our estate planning services include the preparation of wills, trusts, powers of attorney, and advance directives.

• Insurance Planning: We help our clients evaluate their insurance needs and select the appropriate types and amounts of coverage. Our insurance planning services include life, long-term care, disability, and health insurance.

• Tax Planning: We help our clients minimize their tax liabilities by developing tax-efficient strategies for income, estate, and gift taxes. Our tax planning services include tax return preparation, tax projections, and tax-loss harvesting.

• Money Management: We help our clients manage their day-to-day financial affairs, including budgeting, bill paying, and cash flow management. Our money management services are designed to help our clients stay on track with their financial goals and avoid financial stress.

• Lifestyle Planning: We help our clients enjoy the rewards of their hard work by planning for their lifestyle goals, such as travel, hobbies, and philanthropy. Our lifestyle planning services include goal-setting, budgeting, and prioritization.

At APP Financial, we believe that financial planning is a lifelong process, and we are committed to being there for our clients every step of the way. Whether you are just starting to plan for your future, or you are already in retirement, we are here to help you achieve your financial goals and enjoy the lifestyle you have always dreamed of.