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.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Van Wert, OH Office
- Phone:
- 260-217-4566
Hours
M – F: 9 a.m. – 5 p.m.
Louisville, KY Office
- Phone:
- 502-693-5048
Hours
M – F: 9 a.m. – 5 p.m. Call for an appointment
Decatur, IN Office
- Phone:
- 260-217-4566
Hours
*Call for an appointment
Fort Wayne, IN Office
- Phone:
- 260-217-4566
Hours
*Call for an appointment