Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
A Financial services industry veteran since 1980, Bill knows the life insurance companies and their processes from the inside out. His in-depth knowledge of the industry's comprehensive planning strategies allows him to provide clients...
Michael offers more than 40 years of broad-based experience in insurance analysis and sales, business consulting and personal estate planning. A graduate of Miami University of Ohio, he is a Chartered Life Underwriter (CLU) and has...