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Our Services

We Serve Those Who Need Our Expertise

We offer a combined development of a comprehensive financial plan with a long term investment strategy. Considering a variety of components that connect together to provide a clear financial blueprint for your life. We analyze the following areas:

  • Investment Management
  • Retirement Planning Strategies
  • College Planning
  • Insurance Planning
  • Tax Planning
  • Estate Planning

Our Clients

Our clients range from individuals and couples who are just starting out or just starting to slow down in retirement. We also work with small, medium, and large businesses where we implement and manage 401(k) plans, individual 401(k) plans, SIMPLE IRA’s, and SEP IRA’s.

The Power of Independence

Being independent is an important distinction that sets us apart offering investment choices that are seemingly endless. We tailor our recommendations for an investment strategy based on each individual situation. In the same respect, our independence gives us the flexibility to offer a variety of compensation models:  Fee-based, commission-based, or hourly billing.  

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P: 937-432-1111 | F: 937-432-1110 |
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Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member: FINRA / SIPC.
Advisory services are offered through First Allied Advisory Services, Inc., A Registered Investment Adviser.

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