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Can We Assist You In Reaching Your Retirement Goals?

Are you currently Retired? 

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  • Are you satisfied with your current investments? 

  • Are you getting enough income?

  • Do you know what rate of return your investments need to make so you don't outlive your assets? 

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If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.

Are you nearing Retirement?

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  • Do you have a realistic retirement plan with adequate saving and investing goals in place?

  • Are you satisfied with our current investments?

  • Have you contributed to an IRA or ROTH IRA this year?  Do you have a 401k that you have left at a former employer?

  • Have you inherited an IRA, or other investment assets? 

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If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.

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Is Retirement decades away? 

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  • Have you contributed to an IRA or ROTH IRA this year?  

  • Do you have a 401k that you have left at a former employer?

  • Have you inherited an IRA, or other investment assets? 

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If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.

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More important questions to ask yourself...

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  • Is my money in the right place? 

  • Am I getting the attention I deserve? 

  • Is my advisor always objective when making recommendations?

  • What are we really being charged? And is it eating into our returns? 

  • Is my advisor a fiduciary? Is he always a fiduciary?

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If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.

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