When would you like to know all the facts?
A.) Prior to making a decision or B.) In the future, after a significant problem arises.
Don’t be sold. Be empowered.
Question posed to CPAs: “How many of your clients seem to make wise financial decisions that are optimized for their benefit?”
VERY FEW. When it comes to social security planning, estate planning and account/asset designations, wise investment decisions with an emphasis on minimizing fees, taxes, and other expenses, people could use a lot of help.
Question to plan participants, savers, employees alike, “Does your employer wisely invest in your future by providing education workshops on Health & Wealth to minimize sick/absentee days and enhance your long-term financial well-being?”
They do their best with so much to manage. But I wish they would choose a partner that was more proactive.
Q:
Do you know your responsibilities to the organization?
A:
– Assist the board in meeting their fiduciary responsibilities
– Avoid conflicts of interest

Tactical Portfolio Management
Daily oversight. Rest assured someone’s watching your investments every day. You’re off the clock.

Ongoing Financial Planning
Planning for your financial needs is a continual journey. We’re with you every step of the way.

Eliot Parker

Bob Parker

Nancy Parker

Kelly Bollinger

Abby Offenburg
$1-$500K
.11% Charged Monthly- Flat Rate
$500K-$2M
.08% Charged Monthly- Flat Rate
$2M+
.05% Charged Monthly- Flat Rate
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FREMONT
900 Croghan St.
Fremont, OH 43420
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