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

Back to Work....for 3 Weeks?

Buckeye Wealth ETF

ETF Global Daily Perspectives
“There are decades where nothing happens, and there are weeks where decades happen.” – Vladimir Lenin

After alternating between gains and losses, stocks ended the holiday-shortened week on a positive note driven by a stopgap deal to end the government shutdown for three weeks. To begin the week, waning global growth was the prevailing market concern and weighed on market sentiment.

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New Year’s Financial Resolutions

2019 financial goals

Did you make a New Year’s resolution when the calendar turned?

 

The smartest one might be to get your finances in order. Here is a framework for making your financial resolution stick.

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New Year's Financial Checklist

new year financial checklist

This year, why not resolve to make your finances a priority? With just a few hours of planning, you can start to get your financial house in order. Here is a checklist to get you started:

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