Housing prices have increased every single month for the past 12-years
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.
Jeff graduated from OSU in 1983 and began working in the financial services industry in 1986. With over 31 years serving clients, Jeff...
With over 35 years in financial services since graduating from The Ohio State University, Don has built a successful...
What counts is how your money is invested now - in anticipation of rate hikes.
At their recent March meeting, the Federal Reserve moved its fed funds target rate from near zero to a range of 0.25% to 0.50%. It was the first rate hike since 2018.
Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the market doesn’t care about your risk tolerance or your goals.