Your goals and financial security are our priority. Whether you are concerned about retirement planning, transitioning your business wealth to personal wealth, or efficiently passing assets to heirs we can help. We believe you deserve a truly customized portfolio and plan that works to solve your individual issues, not a cookie cutter portfolio.
General Information |
| Name of Custodial Firm: | TD Ameritrade, Ascensus, Vanguard, TIAA-CREF |
| Work with the following types of clients: | Businesses, Businesses, Individual Investors |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting |
Services |
| Can meet clients in the following ways: | Email, Your Office, Your Office, Phone, Video Conference, Video Conference, Your Home |
Firm Information |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Hourly |
Education |
| B.S. (Engineering) | Miami University
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| B.S. (Economics) (partner) | Miami University
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
