Beth Kitson

CFP®, FIC

Financial Advisor

State(s) Licensed:   FL, IL, IN, KS, KY, MD, MI, MN, OH, SC

Phone 260-217-4566
Address

1179 Westwood Dr Suite 302
Van Wert, OH 45891

Beth Kitson

State(s) Licensed:   FL, IL, IN, KS, KY, MD, MI, MN, OH, SC

Let's put your plans in motion

We assist our clients in clarifying their financial picture and implement strategies to achieve their goals. We specialize in client-centric holistic planning with an emphasis on maximizing client resources.


Our 41 years of industry knowledge and experience along with our robust array of investment and protection products allow our team to create a clear vision and execute an individualized plan for each client.


Whether you are planning for retirement, planning your legacy, or experiencing one of life’s unexpected twists, we are here to help.


Meeting Options:

In Person | Virtual- Zoom | Phone

Call today for a complimentary appointment (260)217-4566


Now serving Indiana and Ohio from two locations:

1179 Westwood Dr, Suite 302

Van Wert, OH 45891


3711 Rupp Drive, Suite 108

Fort Wayne, IN 46815

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Locations

Van Wert Office

Phone:
260-217-4566

Hours

M – F: 9 a.m. – 5 p.m.

Address

1179 Westwood Dr Suite 302
Van Wert, OH 45891

Fort Wayne Office

Hours

M – F: 9 a.m. – 5 p.m.

Address

3711 Rupp Dr. Suite 108
Fort Wayne, IN 46815