Thank You for
Scheduling a Call
We have received your calendar booking. You will receive further information on our scheduled call to the email you submitted. We look forward to speaking with you soon. If your query is more urgent, you can contact us by calling 419-725-0880 or emailing us here. In the meantime, read through our recent insights below.
Financial Insights
For Your Journey
Financial Planning
Discover top financial literacy books for kids, teens, adults, and retirees—perfect gifts to build confidence and money skills at any age….
Financial Planning, Retirement Planning
You’ve spent decades powering America’s energy and now it’s time to make sure your pension powers your future just as effectively. For refinery and energy…
Investment Management
Q3 2025 saw strong market gains, Fed rate cuts, and renewed global diversification. Learn what these shifts mean for investors seeking balance….
Wealth Management
Learn how to make charitable giving a lasting part of your legacy. Explore donor-advised funds, QCDs, trusts, and strategies to align giving with your goals….
Wealth Management
Business owner wealth diversification strategies including retirement plans, succession planning, and protecting your financial future….
Investment Management
Q2 2025 market insight—markets rallied across the board, but what’s driving the momentum beneath the surface?…
