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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>Protecting Those Who Matter Most</p>

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
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<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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<p>Get Paid for Going Green</p>

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
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