Business Details
27 Years
experience
Your Trusted Financial Partner in Fort Wayne, IN
Founded in 1999, Life Financial has dedicated over 25 years to empowering clients in Fort Wayne and beyond through personalized financial strategies. Our foundation rests on the belief that financial success stems from understanding each client's unique circumstances, values, and long-term objectives. By combining a proprietary Asset Life-Cycle Formula with a commitment to education, we help clients preserve capital, maintain financial freedom, and achieve peace of mind. Our team, led by John A. Hillan Investment Advisor Representative, Certified Financial Fiduciary, and Certified Financial Educatorprioritizes trust and integrity in every relationship.With expertise in retirement planning, tax optimization, and estate strategies, we offer tailored solutions that align with individual needs. Our focus on simplicity and clarity ensures clients remain informed and confident in their financial decisions. As a locally rooted firm, we understand the importance of family, community, and purpose-driven living. Through ongoing counsel and a step-by-step process, we guide clients toward realistic, achievable financial goals. Our legacy reflects decades of experience and a dedication to evolving with the changing needs of our clients.
Services
Retirement Planning
Income Planning
Wealth Management
Tax Planning
Risk Management
Estate Planning
AnnuityMax Program
The Rich Man's Roth
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of specialized experience in financial planning since 1999
- Our fiduciary commitment ensures decisions prioritize clients' best interests
- Proprietary Asset Life-Cycle Formula guides personalized financial strategies
- Certified professionals provide education-focused, transparent counsel
- Locally rooted approach combines national expertise with community understanding
What people say
Personalized strategies
Deep expertise
Clear communication
Long-term commitment
Community-focused
Services
Retirement Planning
Our retirement planning service creates customized pathways to financial independence. We analyze current assets, project future needs, and develop sustainable income strategies. Combining risk management with tax-efficient withdrawals, we ensure clients can confidently transition into retirement while protecting their legacy.
Wealth Management
Through comprehensive wealth management, we help clients grow and protect their assets. Our approach includes portfolio diversification, market volatility mitigation, and strategic rebalancing. We focus on long-term growth while maintaining downside protection to preserve family wealth across generations.
Tax Planning
Our tax planning specialists implement strategies to minimize tax liabilities. By leveraging retirement accounts, charitable giving, and timing strategies, we create tax-efficient investment approaches that maximize after-tax returns while maintaining compliance with current regulations.
Estate Planning
Estate planning services ensure orderly wealth transfer while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and advanced directives. Our focus includes generational wealth transfer and establishing irrevocable trusts for asset protection.
Risk Management
Risk management solutions protect assets against unexpected events. We assess insurance needs, long-term care requirements, and market volatility exposure. Our approach balances protection with affordability to safeguard clients' financial foundations against potential threats.
People
John A. Hill
Investment Advisor Representative
John A. Hill, serving Fort Wayne since 1999, combines 25+ years of financial expertise with personal commitment. As Certified Financial Fiduciary and Educator, he specializes in retirement strategies while maintaining community ties through local business involvement.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income gap analysis, Social Security optimization, and sustainable withdrawal strategies tailored to your specific financial situation.
How does your wealth management approach differ?
Our Asset Life-Cycle Formula combines market timing with risk management, focusing on preserving capital while achieving growth aligned with your individual risk tolerance.
What tax planning strategies are available?
We implement tax-efficient investing strategies, including Roth conversions, tax-loss harvesting, and coordinated retirement account distributions to minimize your overall tax burden.
Do you help with estate planning?
Yes, we coordinate with legal professionals to create estate plans that ensure smooth wealth transfer while minimizing tax implications through trusts and advanced directives.
What certifications does your team hold?
Our team includes Certified Financial Fiduciaries and Certified Financial Educators with specialized training in retirement income planning and tax-efficient strategies.
Reviews (4)
Eve Mare
Dec 07, 2013
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I used to work 3 jobs and still seem broke. My friend said its probably because of my lifestyle and that I need to seek the help of a professional...and that's what I did I sought help from John and I am now on the right path of taking care of my hard earned money.
Ellen Lamz
Jul 30, 2013
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My mama's a member of Review Life Financial and they probably did a great job. Why? because I always saw my mom shopping for random things and buying me presents. When I asked her, she told me that it was your guidance. I do not know how but I am so thankful seeing her happy.
Rene Moore
Aug 02, 2012
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Working with John when it comes to my finances has always been great. A great advise coming from someone who is credible and knowledgeable will also yield great results. I was first referred to this company last year by my colleague Michael Turner who is also an avid fan of John as well. :) It was probably the worst time of my life. That feeling when you are knee-deep in pits and seems like no one has the guts to pull you out of it. It was really worst and help really comes to people who needs it. I sincerely thank you John for all the efforts and countless calls I made with which you gladly answered
Diana Nunez
Jul 27, 2012
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Excellent teacher! that's all I can say for John. Been there hands-on with me and helped me all through the learning process till I was able to understand and learn the important things to manage my finances.
