We are Masterpiece Financial Services. Servicing as a fiduciary, we are a comprehensive fee-based financial planning, tax preparation, and investment advisory firm founded in 2005, headquartered in Maumee, Ohio and serving clients across the U.S. Our firm's mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client.
To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial plans. We work closely with clients to help grow and protect their wealth and achieve their most important financial dreams and aspirations.
To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial plans. We work closely with clients to help grow and protect their wealth and achieve their most important financial dreams and aspirations.
Services
When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they'll say: Start as soon as you can! While many of us don't realize it, we are constantly engaged in subconscious acts of investment planning.
At Masterpiece Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
As you primary trusted advisor, we will help you understand and evaluate the many important financial decisions that affect you and your family over time. We will help you define your financial goals and provide you with input and analysis regarding your overall asset allocation, debt structure, retirement savings, and other areas of your personal financial situation.
The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.
We believe we offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified.Our firm's mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client.
We believe we offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified.Our firm's mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client.
When it comes to picking a financial advisor, it can be hard to differentiate one service provider from another. What should a consumer look at to help decide on the best fit? Of course, a number of factors should be taken into consideration when choosing an advisor-such as who that advisor specializes in working with and the scope of services they provide-but one fundamental differentiator is how each advisor is compensated.
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