Our Mission

Our only mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.

We understand that every person has a unique vision of their Ideal Life.  We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. 

 

Our Services

 

How much risk are you really comfortable with? 

 Click here to find out your true Risk Number®

Latest Blog Posts

What It Means to be a Fiduciary

fiduciary Buckeye Wealth

Over the past year, there has been increasing buzz in the financial industry surrounding new regulation from the Department of Labor (DOL). The “Conflict of Interest Rule” proposed by the DOL seeks to apply a “fiduciary standard” to any financial advisor who makes recommendations about clients’ retirement accounts.

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What's your Risk Number®

whats-your-number

Every person is unique and has certain characteristics and qualities that make them who they are.  In the same way, every investor has a unique tolerance regarding risk and reward that is frequently independent of age.

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Not Your Father's Retirement

Hey Millennials!_1

Millennials may think it's too early to think about retirement, but not thinking about it could become their biggest regret down the road. This video helps guide Millennials with some basic retirement savings education and encourages them to take an active role in their retirement planning now to positively impact their future.

 

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