Check the background of this financial professional on FINRA's BrokerCheck.
Welcome
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Mission Statement
Our firm will help you create and maintain a high quality retirement plan by providing a superior level of plan service for you, and on-going educational support for your participants. We will also help individuals maintain a wealth management program by utilizing proper asset allocation, diversification, investment selection, and product selection.
Latest Video Client Alert
Newsletters
  • Due Date Approaches for 2017 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
PreviousNext
Tell A Friend Tell A Friend


 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


This communication is strictly intended for individuals residing in the state(s) of OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.