Welcome Clients


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You are our top priority and we are invested first in your future.  Below you will find some of the great tools and resources to help with your retirement goals.  In addition to these tools, feel free to reach out to us or your advisors and we can provide you with resources for tax planning, a social security analysis, investment research, and your investment policy statement.  We are here for your entire retirement!

Check in on your account performance:

Instant Account Access

Login or get started on your financial plan: 

Financial Planning Software Access

Access your video training library: 

YouTube Channel

Not sure of your next step or how to take advantage of all of the tools you have access to?  No worries, just call the office at 419-842-0550 and we can schedule a “Get Connected” meeting an walk you through everything.