ABOUT US

We have been helping families and businesses since 1981 with a variety of financial and insurance solutions.

EXPERTISE

Our expertise spans a variety of unique solutions, including estate and retirement planning, business succession, investments, life insurance, and asset protection.

RESOURCES

We have a wealth of strategic resources that we rely on to develop comprehensive financial plans for our clients.

1684 Woodlands Dr. Suite 105 - Maumee, OH 43537
Phone: (419) 887-4707 | Fax: (419) 887-8055