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Your Personal CFO
Serving Northern Ohio
Focused on retirees, executives, and families
in Sandusky, Toledo, and the surrounding Lake Erie communities.
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What We Do

We deliver personalized financial planning and investment management, crafted to fit your unique goals.

Who We Serve

Our multigenerational team’s experience supports retirees, executives, physicians, attorneys, business owners, and those experiencing sudden life changes.

How We Help

We offer the insights needed to make informed decisions, manage investments, and pursue your financial dreams through our holistic financial planning approach.

What We Do
Helping You Navigate
Life’s Transitions

Our comprehensive services are designed to instill confidence in your financial journey, with strategies for tax savings and personally-tailored investments. Our local team combines deep experience and creativity to provide bespoke advice and innovative financial solutions.

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many
generations you keep it for.”

- Robert Kiyosaki

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Retirement Planning

Our specialty is Retirement Planning. We develop plans that transition individuals and business owners into the retirement income phases of their lives utilizing the collective knowledge and expertise of the Team.

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Income Planning

Unique to our firm, Income Notes offer a strategic advantage, capturing market-like returns while minimizing risk and generating income.

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Divorce Planning

We provide compassionate guidance to help you navigate the financial challenges of major life events and move forward with confidence. 

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Insurance Planning

We help protect your assets and loved ones by tailoring insurance solutions that fit your specific needs.

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Our Process
Our History
Our Values
Our Resources
Our Resources
Our Process
Our Values
Our History

Advisors did not pay a fee to be considered for awards. Firm is not affiliated with nor endorsed by above entities. Inclusion in these rankings is not indicative of the advisors' future performance. See below for methodology disclosures. 

Building a Financial Strategy Designed Around You

Our clients have diverse needs, yet they all seek to secure their financial futures. We provide tailored solutions for those who value expertise, transparency, and personalized service.

Our Services

  • As our clients approach retirement, we design them tailored retirement plans, adjust their investment portfolios, and guide them toward a secure and fulfilling next chapter. 

  • We understand the complexities faced by executives. Our clients come from many local corporations, including Sherwin Williams, UPS, Lenox, and Cedar Fair, and as a result, we offer strategic planning to optimize their financial standing and future.

  • We focus on the unique financial challenges of healthcare professionals, providing strategies for tax efficiency, estate planning, asset protection, and retirement planning.

  • Our specialized financial planning for legal professionals emphasizes asset management and tax-efficient strategies.

  • We help business owners manage both personal and business finances, establishing a holistic, team-led approach to wealth management. One of our advisors, Tyler Mckean, is a Certified Exit Planning Advisor, who helps with succession planning and business transition.

130+

Years of Experience

850+

Number of Clients

$500M+

Assets Under Management

What To Expect From Our Approach

As Fiduciaries, our approach is rooted in understanding your unique needs and providing personalized guidance to help you achieve your financial objectives.

Discovery Meeting

We start with an in-depth conversation to learn about your financial situation, goals, and concerns, laying the foundation for a personalized strategy.

Recommendations

Our team presents tailored recommendations, drawing on our extensive experience and innovative solutions to address your financial needs.

Implementation

We work closely with you to implement the agreed-upon strategies, establishing a seamless transition and ongoing support throughout your financial journey.

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Ready for Retirement?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Resources

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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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Ready To Get Started?
Take The First Step

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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