Broker Check

Downtown Office

101 N. Main St

Bluffton, OH 45817

Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Brokerage Accounts

Money Management

Mutual Funds

Equity Indexed & Variable Annuities

Stocks, Bonds

401k review & management

Types of Accounts

Traditional IRA

Roth IRA


Simple IRA

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

College Planning Accounts

Non-qualified Accounts


Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Long-Term-Care Insurance

Fixed Annuities

Life Insurance for children

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.   |  (419) 358-4207