Servicing the Dayton area since 1973, our team of professionals carry a depth of knowledge, years of experience and professional designations to address you and your objectives.
Our mission statement is to provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection and enjoyment of wealth. We do this by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.
The services available to you can be found at the following:
- LS 360 Business Program - For new and established business owners.
- Personal Financial Planning - For a comprehensive analysis and financial plan which includes insurance, investments, retirement, wealth building, retirement distribution and your legacy.
- Personal Investment Planning - For an investment review, advice and management.
- Personal Insurance Planning - For an insurance review and covergage options.
- Long Term Care Planning - To understand a plan of protection for your family and assets well before it becomes a reality.