About Us

“To accomplish great things, we must not only act, but also dream; not only plan, but also believe.   ~ Anatole France   

Imagine making financial decisions based on what works best for you and your needs.  As independent financial advisors, we are committed to providing you the best available financial advice and recommendations. You can expect to receive services that are conducted ethically, with integrity, objectivity and diligence by a financial planning firm that has been in business since 1991.  

For you, this means:

  • Highly personalized service
  • Objective, third-party perspectives
  • Identifying your destinations and selecting the best routes
  • Periodic, routine reviews of your progress
  • Updating your plan as your life plans evolve and change

Financial Strategies... For Every Stage of Life

Beavercreek: 2149 N. Fairfield Rd., Suite B, Beavercreek, OH  Ph 937.431.8010  

Vandalia: 8605 N. Dixie Dr., Suite C, Dayton, OH  Ph 937.898.5599