Phone: 419-300-8891 or 877-811-8891

Kevin Glass Jeff Dieringer
LPL Registered Principal, LPL Financial Advisor
LPL Financial Advisor  




Our focus is to provide quality investment services and tax strategies to promote financial health in our client's lives.



Our firm specializes in creating unique strategies that address complex wealth management issues, such as minimizing tax implications, so you can effectively control the destination and purpose of your wealth.


We offer superior client services and consulting to individuals, professionals, and small/mid-size businesses in: 

  •     Tax Planning Services 
  •      Roth IRA Conversion Strategies 
  •      Social Security Taxation Reduction Strategies 
  •      Charitable Tax Planning Strategies 
  •      Small Business Strategy Development 

    Please Contact us for tax planning services.