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About Us

Investing in Relationships

Our roadmap, to support our client’s retirement plans, is to take a process-oriented approach by first seeking to understand our clients. This is the foundation and key to helping them design a customized plan to help pursue their overall needs and goals.

We at the Financial Design Agency of Ohio review current retirement benefits, deferral percentages, average account balances and employee participation, identify cost drivers, and help implement a strategic plan. Using our talented staff, we are able to effectively maintain and support client accounts from year to year. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—our advisors have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.

Our Approach

Our process starts with gaining a deep understanding of your values and unique perspective on finances. We make it our goal to anticipate your needs, taking proactive steps to make timely recommendations that hold true to your best interests. Our expectation is the same as yours - to be there for you when you need us.

Exceptional Service and Communication

Our service to you is of utmost importance, and at the heart of that is an unparalleled communication model. We adapt our approach based solely on your preference, with an emphasis on fostering a trusted relationship that encourages an open exchange of ideas and shared concerns. Most important, we are available whenever you want to discuss your ongoing portfolio performance, and we proactively reach out to you whenever opportunities to help grow and preserve your wealth present themselves.

Engaging our Team

Today's market complexity and volatility demand specialized attention, with a holistic approach to wealth management. We provide the intellectual capital and resources needed to offer a truly dynamic approach to your investment objectives. In concert with our experienced staff, we can engage a network of trusted professionals - such as accounting, legal, real estate, and insurance professionals - to support all facets of your wealth management needs. We can also partner with existing professionals whom you have come to know and trust.

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