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Lifelong Financial Guidance for the Upper Ohio Valley

Our advisors can help you create a holistic financial plan that will set you up for success now and in the future. We offer financial services for the Tri-State area to put you on track for wherever your journey takes you.

ServicesHow We Help Steubenville with 401k’s and Investments

We are a family driven financial services firm trusted to work for our clients to provide highly personalized financial services throughout our client’s lifetime. Our independence allows us to offer you an objective approach to serving your investment needs. Supporting us, and especially you, is a seasoned and dedicated operational staff aimed to provide the most desirable service experience possible. Whether you are just starting to save for the future or you are a seasoned investor we have the experience to direct you towards reaching your financial goals.


Cash Flow Planning for Ohio & West Virginia

Life comes with many changes, challenges and opportunities. Should we buy a house or continue to rent? Should I change jobs? Should I open my own business? Let our advisors help you with Budgeting & Cash Flow Planning as well as Employee Benefit Maximization.

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Retirement for Steubenville and the surrounding areas

People are living longer than ever with plenty of time to enjoy a well earned retirement. It’s important to begin planning early to ensure you have assets built up to make the most of that time. We can help you plan for the retirement of your dreams with proper Financial and Investment Planning and Social Security & Medicare Planning.

If you are a small business owner we can help you plan for not only your retirement but those of your employees with Small Business Retirement Planning.

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Asset Protection for the Tri-state area

Estate Planning is vital to protect the assets you have built from long-term care costs, probate costs, and burdensome taxes for those you love the most. Asset Protection & Estate Planning however can be difficult with so many options available. Let us and the legal experts that we partner with, walk you through the daunting process with tailor-made plans to help meet your specific goals.

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College Funding for Ohio & West Virginia

College is only getting more expensive and the trades are desperate for new workers. We can help you choose a 529 Plan to help fund your child's future whatever that may be. They are so versatile to include not only a 4 year college, but trade schools and even supplies if they join a union out of high school.

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Insurance Review Planning for the Upper Ohio Valley

Let us help you plan for the unexpected in life with Long-term Care and Insurance Planning to ensure your final expenses and loved ones are cared for.

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<sup>What We Do</sup>Navigating Wealth, Guiding Success&#160;for Steubenville and the surrounding areas

What We DoNavigating Wealth, Guiding Success for Steubenville and the surrounding areas

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals. We help provide confidence for our clients financial independence through sound planning and lead them with integrity. We give our clients access to great human talent both internally and externally, including the coordination of other specialized financial professionals to guide them through the complex systems inherent to our industry.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

<sup>About Us</sup>Meet Our Team in Steubenville, OH

About UsMeet Our Team in Steubenville, OH

Our team of investment advisors bring a dynamic, diverse skill set to the table. We're not your typical suits, we're music lovers, foodies, athletes, and more. We believe that building strong relationships with our clients is just as important as building their wealth. Our mission is to simplify your lives, to guide our clients through crucial life transitions and help them pursue their desired return on life. Supporting our advisors is a seasoned, friendly, and dedicated operations staff ready to serve your needs. Click below to learn more.

ResourcesKnowledge leads to financial freedom.

The Utility of Sector Investing

The Utility of Sector Investing

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An Arm and a Leg

An Arm and a Leg

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Schedule a Consultation

Service… Passion… Dedication… and most importantly YOU. Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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