330-345-5000 or 419-289-3750
If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in America today to have an overwhelming amount of debt.
Actually, debt is...
Do you? I mean, really… do you balance your checkbook (or your checking account)??
You are probably in one of three camps right now… Camp #1. Of course, doesn’t everyone? Or Camp #2. No! Do people seriously still do that? Or Camp #3. What on earth are you even talking about??
My...
Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank stare. Followed by… “What is that?”
Simply put, a sinking fund is a savings that is for a specific purpose. It is NOT your emergency fund. It...
Faith.Investments.Aligned.
For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio. Customized to each client based on their personal risk tolerance and goals, the Christian Values Portfolio has these characteristics...