Our Services

Three Locations:

Perrysburg, OH
Fremont, OH
Port Clinton, OH

Our Services

While developing a customized financial plan, we will take you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan utilizing the following products and services:

  • 401(k) Rollovers
  • IRAs
  • Roth IRAs
  • Income Planning
  • Wealth Management
  • Mutual funds
  • Life insurance
  • Annuities
  • Tax Analysis
  • Social Security Planning

Our Professional Alliances Team

In some instances we may suggest you contact one of our professional team members for specific advice on legal, accounting, or medical insurance matters:

Phillip T. Wylkan
Hall & Wylkan
Certified Elder Law Attorneys

Ronald J. Busdeker
Certified Public Accountant

Angela Grajczyk-Parisho
King Agency
Medicare / Individual Consultant