Broker Check

Sample Profiles

Some advisors try to be all things to all people.  We would rather be all things to some people, and those people are business owners and individuals facing a life transition.  Both have needs that perfectly fit our areas of expertise now and as their lives unfold.  If you are a business owner or an individual facing a life transition, we are best suited to serve you and would be honored to do so.   

Here are a few sample profiles:


Business Owners

  • A local family-owned auto dealer operating since 1897 with sales over 800M
  • A working woman in her mid-50’s, recently widowed needing guidance for selling her husband’s business interest in two companies.
  • A successful real estate investor facing a business transition in need of tax planning
  • A female entrepreneur needing cash-flow planning as well as guidance and feedback regarding business decisions while in hyper-growth mode.
  • An owner of an engineering firm in Central Ohio with more than 400 employees needing guidance regarding risk mitigation, estate planning, and investment management.

 

Individuals Facing a Life Transition

  • A retired couple who wanted to involve their children in philanthropic planning and ensure it was multi-generational.
  • A married couple who have been avid savers and wanted to retire by their mid-50’s and can’t risk any mistakes.
  • A homemaker in her 40’s facing an unexpected divorce in need of help deciding which assets to retain in the estate division.
  • A young couple that recently received a sizeable inheritance and wanted to shelter taxes, preserve assets, and build a legacy for their family