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WE'RE THE SAME COMPANY YOU TRUST TO

Navigate the Road
To Your Financial Goals

Timothy L. Whetro, CFP®

Call us today to get started

419.517.8095

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MORE THAN FINANCIAL PLANNING

Tax and Insurance Services

WHY CHOOSE US

Our Financial Planning Process

We Gain Understanding of Your Personal and Financial Circumstances

We Identify and Select Goals

We Analyze Your Current Course of Action and Potential Alternative Courses of Action

We develop the Financial Planning Recommendation(s)

We Present the Financial Planning Recommendation(s)

We Implement the Financial Planning Recommendation(s)

We Monitor Progress and Keep You Updated