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Marietta Office

100 Front Street

5th Floor
Marietta, OH 45750






We Put People First

We Put People First

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.

Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.

<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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<p>Global vs. International: What&#8217;s The Difference?</p>

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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<p>How Income Taxes Work</p>

How Income Taxes Work

A quick look at how federal income taxes work.
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