CONNECT

Address:

259 Regency Ridge Drive
Dayton, OH 45459

Phone:

(937) 436-0400

Fax/Other:

(937) 436-7984

Our Services

For Individuals and Families:

Advisory Services

  • Investment Planning
  • Insurance Planning
  • Pre & Post Retirement Planning
  • Estate Planning
  • College Planning Strategies
  • Charitable Gift Planning
  • Planning for Significant Receipt of Money
  • Transition Planning

Insurance Products

  • Long Term Care
  • Traditional Life Insurance
  • Variable Life Insurance
  • Disability Income Insurance
  • Individual & Temporary Health Coverage
  • Long Term Care Insurance

Investments

  • Mutual Funds
  • Variable Annuities
  • Certificates of Deposit
  • Stocks
  • Bonds

For Large and Small Businesses:

Business Continuation Planning

  • Buy/Sell Agreement Funding
  • Family Control Strategies
  • Stock Redemption Plans
  • Succession Planning

Executive Benefits Planning

  • Deferred Compensation Plans
  • Key-Man Insurance

Employee Benefit Planning

  • Short & Long-Term Disability
  • Group Health Insurance
  • Group Dental & Vision Plans
  • Group Life Insurance

Retirement Plans

  • 401k Plans
  • SIMPLE Plans
  • Simplified Employee Pension (SEP) Plans
  • Defined Benefit Plans
  • Defined Contribution Plans