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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>Systematic Withdrawals in Retirement</p>

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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<p>Is a SEP-IRA Right for Your Business?</p>

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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<p>Putting a Price Tag On Your Health</p>

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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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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