Unified Wealth & Retirement Planning

Unified Wealth & Retirement Planning is a Financial Planner in Fort Wayne, Indiana. The firm provides administrative services and health plan support, utilizing a full-service TPA model to assist employers with compliance, cost control, and member support.

The organization offers a variety of administrative and population health management services, including medical, dental, vision, and prescription drug administration. Their offerings extend to disability income, life insurance administration, COBRA, and the management of high-deductible health plans and health reimbursement arrangements. Through partnerships with CareEngine and Personify Health, the firm integrates digital health solutions and personalized wellness to help close care gaps and improve health outcomes. Additionally, their programs include virtual healthcare options via Recuro Health for urgent and behavioral care, as well as AI-powered physical and pelvic floor therapies through Sword Health.

The business maintains thorough, well-documented information online and utilizes a well-optimized website that is easily readable by search engines.

Unified Wealth & Retirement Planning provides comprehensive administrative solutions and healthcare management programs for employers and members in Fort Wayne.

Services:

• Access to Claims Information
• Claims Processing
• Online Account Management
• Online Benefits Management
• Programs & Services for Members, Employers, Brokers
• Provider Network Management
• Self-Funding Programs
• Wellness Tools