1040 N Maple St Marysville, OH 43040

 

why choose us

Our goal is to help you, our valued clients, meet your financial objectives. We take the trust you place in us very seriously. We treat your money as if it were our own. Our firm strives to protect and increase your investment.

Programs & Services

Investment Services

We offer a wide variety of mutual fund with options for everyone from the most conservative investor to the risk-taker. Our investment annuities provide investors with security and potential gains from different investments.

Retirement Options

Plan now for your future. We offer rollover packages, Traditional IRAs, Roth IRAs, Uni-K plans, 401k’s, SIMPLE’s, SEPP’s, and more. Let us help you find the best option for your future and business.

College Savings

Lenders are increasingly looking to parents to take out loans for their childrens' college educations as the amount students can directly borrow is shrinking. Don't get trapped in student debt, it's never too late to start saving.

Life Insurance

We understand your family is very important to you, and ensuring their financial needs are met for years to come is important. Talk to a financial advisor about how you can set up a strategy to provide your loved ones and survivors financial security for many years to come.

Long Term Care

Protect you and your assets by making your Long Term Care insurance a part of your financial plan. It’s tough to think about a time when you might not be able to care for yourself, but our policies can put those worries at ease by ensuring financial stability for provided care.

Inheritance Planning

"A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous." —Proverbs 13:22

Explore inheritance options for your family that are best for your situation.

Our Philosophy

We believe that excellent service with HONESTY and INTEGRITY is the ultimate responsibility we have to our customers. Skills can be developed, and programs can be implemented, but unless each representative possesses the personal conviction to serve in a way that sacrifices self-interest for the sake of the others, nothing extraordinary will happen.

The strength of our team of representatives is in the character of the individuals. We strive to maintain these character traits:

  • Do unto others as you would have them do unto you.
  • Be worthy of the trust our clients place in us.
  • Integrity is everything. We will sacrifice it for no reason.
  • Work is not more important than devotion to God and Family.
  • Failure is not fatal. Take chances and learn from life.

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