As an independent planning firm and fiduciary, we can offer investment platforms that fit the individual investor, accounts such as a fee-based platform, fixed, annuities and mutual fund. We work with you to help set attainable goals. We help to identify key financial issues concerning those goals and prepare a list of strategies for achieving those
Vicki Miller —
Tim has been our advisor for years. He helped us transition from working and 401K to retirement life. Everyone is welcoming
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Wealth management in Toledo, OH
Financial advisors in Toledo, OH