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CONNECT

Address:

937 High Street Suite 100
Worthington, OH 43085

Phone:

614-888-2888

Fax/Other:

614-888-2887

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments

  • Bonds
  • Brokerage Accounts
  • Common Stock
  • Educational IRA
  • Fixed Annuities
  • Government Securities
  • Indexed Annuities 
  • Managed Accounts
  • Mutual Funds
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities
 

Financial Planning

  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Plans
 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck