Adult Financial Educational Services of Indiana

adult financial educational services of Indiana

Helping retirees make sound financial decisions regarding their retirement.

Based in Fort Wayne, Indiana, Doug Roller and his team at Adult Financial Educational Services of Indiana have been dedicated to providing clients an education and broad-based knowledge on complex financial topics for over 2 decades.

get started with our process

We're here to educate you. Start your journey the right way with financial education.

We are a non-for-profit financial planning firm based in Fort Wayne, Indiana and it’s surrounding areas. Our team is committed to guiding retirees and pre-retirees through the challenges and opportunities they encounter, ensuring they navigate their financial journey safely and confidently. Begin your journey with our proven process.

Our journey begins with a meeting where we'll get acquainted, discuss your current financial status, and explore your aspirations for the future.

With a comprehensive understanding of your financial situation, we'll conduct a thorough analysis and develop a plan to achieve your financial objectives.

Once we've agreed on the best course of action, we'll move forward with implementing your plan!

Interested in attending an educational workshop for free?

We teach our educational events with a “Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered hosted in the Fort Wayne area of Indiana.

See How We can Help You

Explore Our Financial Products & Services

Adult Financial Educational Services of Indiana provides an array of financial products and services to customize your financial plan. Take a closer look at each service to grasp its significance in your planning journey.

Wealth Management

Income Planning
Asset Protection

Financial Planning

Tax Planning & Minimization Strategies
Risk Management
Social Security

Retirement Planning

Annuities
Life Insurance
Long-Term Care
IRA/RMD Rollovers
Medicare

reach your desired retirement and financial goals

We will contact you to schedule a consultation with our financial planning specialist in Fort Wayne, Indiana. You may also email or call to schedule a consultation.

(260) 702-0976

we're here to help educate you

The journey to a successful retirement begins with financial education.

Call us at (260) 702-0976 to begin yours.

adult financial educational services of indiana

Empowering retirees through financial education.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Crossroads Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.