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Sandusky, Ohio Office
422 West Market Street
Sandusky, OH 44870
419-625-4942
866-293-2727
FAX: 419-625-7120
MAP

Norwalk, Ohio Office
257 Benedict Avenue, Building D
Norwalk, OH 44857
419-668-2552
800-860-0152
FAX: 419-663-3637
MAP

Monday–Friday: 8 am – 5 pm
   
Fridays from May 1 through
Labor Day we close at noon.

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Certified Financial Planning Services

 

Did you know that we have professionals who are Certified Financial Planners available to help you? Certified Financial Planners have experience and broad knowledge in subjects like tax planning, retirement planning, estate planning, and investment management.
 
We work on a fee only basis so you can be confident our advice is not based on investment recommendations. We can review investment allocations or insurance policies. We can help you set goals and implement strategies to reach those goals. Whether the help you want is for budgeting, tax planning or retirement savings, we can help you.
 
We care about your financial goals. Life is too short to spend time worrying. Give us a call and let us help you find financial solutions that allow you to worry less and enjoy life more.