Our Services

An Integrated Plan

We help clients in the greater Marion, OH area prepare for their financial future. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting an objective guidance in all areas, including:

  • Accumulation, so your investments address your objectives and comfort level
  • Retirement planning, so you are well positioned to pursue your dreams
  • Estate planning, so you can pass on your assets to whom you choose
  • Risk management, to minimize any threats to your personal or business assets
  • Business planning, to help you manage and grow your business
  • Taxation, to minimize the tax burdens you face now and in the future

Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build the plan that works for you.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance