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133 East 4th Street Minster, OH 45865

419-501-2120
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The Path Toward Stability

LPL Research Midyear Outlook 2023: The Path Toward Stability delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2023.

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Retirement Accounts When You Change Your Job

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Your trust. Our expertise.

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement approaches, our insight and sophisticated financial strategies can help make your investment goals a reality.

Welcome

Welcome

No matter the complexity of your investor profile, we believe customized financial planning and thoughtfully deployed investment management strategies create better outcomes.

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Book a Meeting

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

We will present sound financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll help keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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