Important Information About Us!

We work with small entrepreneurial businesses and with individuals to Coach them through their financial journey honestly, diligently, effectively and passionately. 

Our Goal:  To provide sane and independent financial advice and asset management in an increasingly insane world!

We are not fans of central banking nor the problems it creates.  History books are chock full of examples of the societal problems it creates, including those very visible in today's world:  It generates record wealth inequality, corrupt governments, fake data, and the societal division just like we see now. And ... it almost without exception ends badly.

What we do care about is the quality of life of our clients, and therefore their financial assets that will secure that for them.  It is that simple.  The rest is just details.

So ... everything we do is designed to grow and protect your ability to secure quality of life for you and your family.

Tools in our Toolbox:

  • Comprehensive Financial Planning 
  • Basic Financial Planning
  • College Funding Strategies and College Planning
  • Tax-Saving Strategies
  • Retirement Plan Services for Businesses and their Employees
  • Insurance Strategies for Businesses and Individuals

What You Get:

  • Dedication to Integrity and Diligence
  • In-depth Understanding of How Markets really Work
  • Absence of Bias:  We are 'Independent' … and proud of IT!
  • Commitment to excellence: by Certified Financial Planner® Professionals
  • Decades of Investment Experience
  • Meaningful Family Protection and Insurance Strategies
  • Straight forward, coaching approach to help you achieve your life goals
  • Design of Financial Game Plans using the best products and services available

Where We Are:

41 West Bridge Street, Suite D, Dublin OH 43017   MapQuest Link

 

Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc.  Wealth Coach Financial Services, Inc. and the Securities America companies are not affiliates.  Investments in model strategies may expose the investor to risks inherent within the model and the specific risks of the underlying investment directly proportionate to their allocation. All investments involve the risk of potential investment losses.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck