Broker Check

Integrated Strategies
For Every Step of Life

  • Main Office:
  • 102 South Main Street
  • Bluffton, OH 45817
  • 419.358.8060
  • cwmg@lpl.com

Investment Services

Financial Planning/Estate Planning

Retirement Planning

  • Assess and manage your risk
  • Develop a strategy
  • Implement the plan
  • Monitor your progress on a regular basis
  • SEP IRA & Simple IRA
  • Traditional IRA & Roth IRA
  • 401K Planning

Insurance Services

  • Family Insurance Planning
  • Business Succession Planning
  • Charitable Gifting
  • Long Term Care

Fee Based Accounts

  • Theme based investing
  • Personalized strategy
  • Multiple Manager Strategies

Value Added Services

  • Financial Planning powered by WealthVisonTM
  • Education Planning
  • Investment Consulting
  • Estate Planning
  • Risk Management and Asset Protection
  • Client Review
  • Weekly Economic updates via email
  • Educational client seminars
  • Intergenerational Wealth Transfers
  • Social Security Planning
  • Memory Money Investing
  • Account Aggregation