Insurance Agent & Financial Adviser **

 

 Today's investment climate offers unprecedented opportunities.  Our financial adviser ** will help clients take advantage of those opportunities by providing them with three key tools:

     *  A clear understanding of their financial goals

     *  A well-defined financial plan for achieving those goals

     *  Ongoing advice to help adjust their financial plan when their needs change


Our services cover all areas of financial management, from investment and retirement financial planning to risk management and estate planning.  We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.  On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to help fill the gaps in your financial plan.  You'll also find calculators that will help you assess your current and future needs. 

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We are conveniently located just off of 675 at the corner of Alex-Bell and 48.  We serve Dayton Ohio,  Beavercreek, Springboro, Middletown, Lebanon, Centerville, Oakwood, Kettering, Brookville, Cincinnati Ohio, and surrounding areas. 
 

 

 

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