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Toledo Office

3454 Oak Alley Court

Suite 108
Toledo, OH 43606

Our Values

There are no absolutes in life or investing. Despite that we do our best to put our clients' needs, and their financial goals, first. Whether you are already retired, a pre-retiree, or a young professional looking to accumulate wealth, we can work with you to make a plan to achieve your financial goals

Our Services

Our Services

Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for the unexpected.

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We're Here to Help

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service. With more than 39 years of combined experience and industry knowledge, we've seen it all, or nearly all. We Understand each client is unique and faces different challenges, which is why we take a personalized approach to each individual plan.

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Featured Financial Education

The financial markets are always changing, but staying educated can help you stay the course. That's why we regularly post articles and resources to keep you informed.

<p>Retiring Wild: National Parks and You</p>

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.
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<p>Home Mortgage Deduction</p>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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<p>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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Contact Us for a Complimentary Consultation

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