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Bluffton, OH 45817
419-358-4207

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

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Featured Content

<p>Managing Money as a Couple</p>

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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<p>5 Benefits of Working in Retirement</p>

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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<p>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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