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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 the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Contact Us for a Complimentary Consultation

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FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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