Broker Check

Downtown Office

101 N. Main St

Bluffton, OH 45817

Business Services we Offer

Ways we help your business:

  • We can help you determine how to plan for retirement.  Depending on your business type, number of employees, for-profit status, etc. we can help you with your 401k, SEP IRA, SIMPLE IRA, 403b or other retirement plan.  This can help with taxes, employee satisfaction and retention, and overall long-term growth.


  • If you already have a retirement plan, we can review it to see if it is providing the most benefit to you and your employees.  We can analyze costs as well and help you finetune your plan.


  • We are impartial and can provide objective advice for your business decisions.  Along with your tax adviser and attorney, we can add input and support.


  • We can support you personally as business owner as you prepare to transition toward expansion, sale of business, retirement, etc.


  • We network with other professionals to be able to recommend attorneys, tax preparers, bookkeepers, helpful software, etc.