Skip to main content

Our Services

Investment Planning and Retirement Planning sit at the center of everything we do.  This core focus shapes how we help you build, protect, and support a more confident financial life moving forward.  As you explore our services below, you’ll see how our approach to planning provides a disciplined framework that brings structure and clarity to the financial decisions ahead.

Financial Basics

  • Getting Started
  • Investments 101
  • Financial Management 101
  • Debt Management 101
  • Insurance Needs 101

Liquidity, Income and Cash Flow Planning

  • Budget Analysis
  • Cash Flow Management
  • Line of Credit Management
  • Banking/ Lending Services through WF Affiliates

Investment Planning and Tax Control

  • Life Event Planning
  • Tax Strategies
  • Education Planning
  • eMoney® Plan Design
  • Coordination with Accountants/ CPAs

Personalized Investment Strategies

  • Preservation, Liquidity, Income, Growth, Tax Advantaged Strategies
  • Indexed and Managed Equity and Fixed Income Strategies
  • Separately Managed Strategies
  • Income Generating Strategies
  • Alternative Investment Strategies

Asset Preservation

  • Insurance Needs
  • Insurance Policy Review
  • Long Term Care Solutions
  • Estate Tax Protection

Wealth Transfer and Legacy Planning

  • Estate Planning Strategies
  • Annual and Lifetime Gifting Strategies
  • Trust Account Services
  • Coordination with Estate Planners

Charitable Giving

  • Gifting Strategies
  • Donor-Advised Funds
  • Qualified Charitable Distributions
  • Charitable Trusts

Professional Collaboration

We value collaboration and, when appropriate, work directly with your CPA and attorney to ensure every aspect of your financial life is aligned.  If you don’t already have trusted professionals in place, we’re happy to connect you with experienced partners we know and trust.

Ongoing Support

Whether by call, video, or in-person, our team is dedicated to staying readily available when you need us.

*Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

Looking for Clarity?

Start Here

Leave this empty:

Thank you for your submission!

Contact Us

7495 Paragon Road
Dayton, OH 45459
Local Phone:(937) 432-9100
Toll-Free Phone:(800) 460-9133