We specialize in helping people just like you design a custom financial plan that will set you on the path to a brighter financial future. Whether you want financial planning for yourself or your family, you are facing a divorce, running a business or settling an estate, the task of managing these situations by yourself can be overwhelming. We can help empower you to make confident financial decisions.
All our advisors do comprehensive financial planning which entails 1:1 financial advice based on clients goals and needs. In addition, most of our advisors have their own area of specialty.
• Ben Feldmeyer specializes in divorce financial planning, click here to learn more.
• J. Brandon Creech specializes in estate settlements, click here to learn more.
• Derek Miller specializes in small business planning, click here to learn more.
Call us at 937-610-5570 to set up a complementary initial consultation.