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3454 Oak Alley Court

Suite 108
Toledo, OH 43606

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Featured Content

<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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<p>Social Security: Two Benefit Strategies Eliminated</p>

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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<p>A Decision Not Made Is Still a Decision</p>

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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