What Most Retirees
Don't Know
Most retirees make irreversible financial decisions without a clear strategy. We're here to change that.
RSSA Certified
Most advisors can talk to you about Social Security. Ours are certified to specialize in it. At Advocate Financial, our RSSA® designation isn't a footnote — it's the foundation of how we serve every client who walks through our door.
Headquarterd In
Fort Wayne, IN
At Advocate Financial, you get the depth of knowledge you'd expect from a national firm and the personal relationship you'd expect from a neighbor down the street. We're proud to call Fort Wayne home — where honest advice, genuine care, and Midwest values aren't just something we talk about, they're how we do business.
How We Help
We work with you across the key decisions that shape your retirement security.
Guaranteed Lifetime Income
Explore strategies designed to protect your savings and create income you can't outlive — no matter how long retirement lasts or how markets perform.
Social Security Strategy
We help you identify the claiming approach that maximizes your lifetime benefit — for you and your spouse.
Medicare Guidance
Understand your Medicare options clearly and choose coverage that fits your health and budget needs.
Life Insurance & Legacy Planning
Protect the people who depend on you and ensure the wealth you've built passes on the way you intend.
Retirement Income Planning
Build a plan that turns your savings into reliable income you can't outlive, no matter how markets move.
The Team That Puts You First
The people behind Advocate Financial are financial professionals, retirement specialists, and neighbors who genuinely care about the families they serve. We bring together decades of experience in Social Security strategy, Medicare guidance, and retirement income planning — all in service of one goal: helping you feel confident about what comes next.
Why Families Choose Us.
Faith-Based, Family-owned and Operated, values-driven. We believe financial planning is an act of stewardship — for your family and your legacy.
No obligation, ever. Every conversation starts with education. You decide if and when to take the next step.
RSSA® certified expertise. Our team includes Registered Social Security Analysts® trained to evaluate your full range of options.
Whole-picture guidance. Social Security, Medicare, income, healthcare costs, and legacy — we look at everything together.
GET STARTED
Schedule Your Call
A brief, no-obligation conversation to review your Social Security options, income strategy, and coverage — and see where there may be room to improve.
Social Security benefits vary based on individual circumstances including earnings history, age, health, and longevity. Benefit increase estimates are illustrative and no specific result is guaranteed. Statistics sourced from Morningstar, the RSSA® Association, and published government studies. Educational purposes only. Advocate Financial is not affiliated with the Social Security Administration.
Phone: (260) 241-0019 | (800) 943-2386
Email: info@myadvocatefinancial.com
Location: 110 E Wayne St. STE #1601 Fort Wayne, IN 46802