Our Services Preparing a long-term financial plan is a complex process that involves careful consideration of both short and long term goals. We work with our clients to help define goals and objectives that become the focus of their financial strategy.Our offices provide a comfortable environment in which to discuss personal or business planning concerns including: financial planning, asset management, and tax planning. Our clients include individuals and businesses in Northwest Ohio and Southeast Michigan. To schedule a complimentary review, please call 419.841.0060 or email us Ask an Advisor Name Email Address Phone Additional Info Thank you! Oops!