We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we'll help you take a conservative approach to growing and preserving your wealth.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that providing you with sound financial information allows you to be able to identify your goals and make sound decisions that will allow you to reach your goals!
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
Office: 330.345.5000 x 321
Office: 419.289.3750 x 228
Office: 330.345.5000 x 324
Office: 419-289-3750 x320