We are a holistic planning firm, and our clients span a large subset of professions and life experiences. Our typical client is an ambitious, driven individual that knows what they want to accomplish, whether that is from a personal perspective or from a business perspective. Our clients not only know what they want to accomplish, but they also want to take action to achieve their goals and objectives.
Our most successful clients typically fit into one of the below categories and/or share some of the below characteristics:
Business Owners
Senior-Level Corporate Executives
Business Professionals
Medical Professionals
Affluent Families
Women
Divorcees
Widows
Strong family commitment and values
Clear vision of the future of their business
Clear vision of the future of their personal life
Values long-term relationships
High integrity
Respected by their peers and their community
Open to new ideas
Respects and utilizes advisors
Desire to create, maintain, and/or protect their wealth
Willing to devote the time to formulate a plan
Desire to complete or update an integrated financial plan, estate plan, and/or retirement plan
1683 Woodlands Drive
Maumee, OH 43537
Phone: (419) 241-0233
Phone II: (419) 887-4733
Fax: (419) 243-9123