Broker Check

Downtown Office

101 N. Main St

Bluffton, OH 45817

Our Services

How We Work

We believe that everyone should be able to "have a seat at the table" and talk about their finances in a non-threatening, no-obligation environment.  When you contact us for a conversation, we will ask you to complete a simple questionnaire that gathers all of your information together in one place.  This exercise helps you get organized and prepared to talk and it allows us to have a conversation with you that focuses on listening - not fact-finding.  Instead of charging for a consultation, we simply ask you to come prepared.  If or when you decide to use our services, we would be very clear upfront about any costs involved with investing.  There is never a charge or cost to have a conversation with us.

Our firm specializes in helping individuals prepare for retirement.  No matter what phase of life you are in, we can help you plan for the future.  We offer personalized service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, and preserving wealth.  We also offer Biblically Responsible Investing, which allows you to invest according to your values.

Investments

Brokerage Accounts

Money Management

Mutual Funds

Equity Indexed & Variable Annuities

Stocks, Bonds

401k review & management


Types of Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Retirement Plans - 401k and 403b, Solo 401k

College Planning Accounts

Non-qualified Accounts

Insurance

Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Long-Term-Care Insurance

Fixed Annuities

Life Insurance for children

Medicare Supplements



For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

gary.reese@cfdinvestments.com   |  (419) 358-4207