Broker Check

Bluffton Location

117 E Elm Street

Bluffton, OH 45817

01/09/2019 - Adjustments

The new year is a time of adjustment for everyone, but it is definitely a time of transition for our office.

We are operating in our new location at 101 N. Main Street, Suite B (rear) in Bluffton, OH.  Just today, some of our furniture was delivered and we are rearranging and getting settled in. This is a time of expansion and growth for us - and we are very thankful to the Lord for bringing us to this point.  

We have taken this move somewhat gradually so that our work would not be disrupted.  We are fully able to serve you, now or any time in the future.  We appreciate you!



Christmas is over, the New Year has come, and many of us are starting to gather up information to take to our tax preparer.  There are W-2 forms, 1099 and 1099-INT forms, charitable donations, deduction information (like mortgage interest, health care expenses, etc.) and much more.  Take a minute to set up a folder or box to put all of your incoming reports in, so that nothing gets lost.  

When you get your tax information together, we would be glad to have a conversation with you to see if you might benefit from making an IRA contribution to reduce your taxable income.  Some tax preparers look only at completing the tax return; others are more likely to make recommendations to reduce the tax you are required to pay.  In either case, it can be helpful to have your adviser involved in the process.  

Feel free to call us to ask about this tax review.  We'd be glad to help!