This local firm in Sylvania Twp, OH is dedicated to helping individuals navigate the complexities of retirement planning and investment decisions. With a focus on eliminating poor investor behavior and providing an unemotional, rules-based investment process, they aim to help clients retire with dignity and without worries. Their blog, "Wisdom for the Wealthy," offers insights into biblical principles of living and the power of an eternal perspective.
With a team of qualified professionals, including a Certified Financial Planner and Certified Biblical Counselor, this firm is committed to providing personalized solutions to help clients achieve their financial and personal goals. They offer services in retirement planning, investment management, estate planning, insurance, tax planning, and more. Their mission is to equip individuals with the knowledge and tools necessary to make wise financial decisions and overcome the practical and emotional mistakes that can hinder their dreams in life.
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