Investments Analysis

The calculators at this site are designed to help you to understand the issues that need to be considered in determining the investment option or options suitable for you.
However, the calculators should not be seen as a substitute for professional advice from a financial planner who takes into account your personal financial circumstances and needs.
We strongly recommend that you discuss your requirements with a qualified financial adviser, who can take into account your personal financial position and can help you choose a strategy that suits your own personal circumstances.

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Lima Office
2060 Harding Highway
Lima OH 45804
Phone: 419-229-3328
Toll-free: 1-800-686-3961
Fax: 419-227-2553
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Beavercreek Office
3794 Dayton-Xenia Road
Beavercreek OH 45432
Phone: 937-320-0029
Fax: 937-320-0112
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Medway Office
PO Box 415
Medway OH 45341
Phone: 937-482-0019
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