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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.
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Newsletters
  • Mid-Year Planning: Tax Changes to Factor In
    The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the
  • Investing to Save Time Boosts Happiness Returns
    The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology
  • Marriage and Money: Taking a Team Approach to Retirement
    Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored
  • What is the employment situation report, and why is it important to investors?
    Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month. The data for
  • What is gross domestic product, and why is it important to investors?
    GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in
    
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 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.
 


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