LSS

You can rely on us to be accountable for every area of your financial life. Our strategic partnerships with industry leaders Ash Brokerage and Ohio National give us access to a wealth of resources to ensure you have the best solutions, tailored to your specific needs... If we can't do it, we'll help you find someone who can. In the end, we believe we'll always have clients if we do what's right by them... We believe in holistic planning. That means we look at the big picture when it comes to your finances, and we're focused on your long-term success, not short-term returns. We set realistic expectations, but we go to the Nth degree to ensure you achieve the picture of what you want your life to be.

Primary location: Fort Wayne United States