In a technologically-advanced 21st century where most of your decisions
have unintended consequences (and lots of usernames and passwords!),
we are here
to help navigate the complexity.
What happens when you work with a comprehensive retirement planning firm comprised of some of the finest, knowledgeable individuals in the community who continually choose to put others’ best interests first? You can expect several potential retirement planning problems and frustrations to be inherently eliminated.
Locally speaking, there are many reasons we maintain and continue to grow the largest comprehensively served client base among firms providing ALL the following specialties²:
& Medicare Insurance
& LTC Planning
Get Started Now!
1. MAKE AN APPOINTMENT
Call (419) 332-1111 to schedule a time for an initial discussion.
Come see why so many enjoy this experience!
2. MEET WITH US
Working together, we’ll share information and ideas. No cost or obligation as we spend time together.
We’ll help you reach your goals without the anxiety. Let us know how you’d like to move forward and we’ll take it from there.
You Can Count on Us
Growing up I would spend quality time with my grandma putting puzzles together. About the only thing that could ever ruin our day would be realizing we were missing a piece when we got close to the end. You can imagine, all that time invested which is why we began making sure we had all the pieces before tackling another one! I can say from experience, it’s difficult to prepare on your own for a circumstance or foresee a problem when you’ve never gone through it before.
As a 4th generation financial professional, I am grateful to my folks for teaching me a wealth of specialized knowledge, professional class, and showing me the importance of strong personal relationships. I am also thankful for the thousands of people who have personally entrusted myself and our firm, Parkmont, with their life’s most precious assets and biggest decisions. The stories, experiences, and advice (both ways) continue to be some of the most rewarding aspects of the job. I speak on behalf of everyone at Parkmont, we look forward to continuing to serve you! And if you’re new, welcome to our family!
Yours in planning,
It’s easy to procrastinate or say, “I’m all set”.
Then why does everyone tell us they wished they’d come to see us sooner?
Come See for Yourself
We make one consistent recommendation:
Our unique business model foregos short-term shareholder profits and sales commissions and puts you first. All we ask is that you do what you feel is in your best interest.
That’s our recommendation.
We’re intentional about being different from all the other banks, brokers and sales agents that sit on the other side of a desk or table while working against you, trying to sell you something. We’re on your side. Yes, we think you should pay less in fees, get better performance, more clear answers, have first class service, and access to the prescription drugs and doctors you need without any hassle. Again it’s simple, that’s what we’d want and how we’d like to be treated too! Give us a call, let’s schedule your appoint in the next few weeks.
Call (419) 332-1111
If there is a missing fact or piece of information that is costing you a substantial amount of money, or could cost you or cause a significant problem at some point in the future, when would you like to find out about it?
Do you already have a specialist, but you’re not served comprehensively? Are you trying to manage pieces of your financial affairs on your own? STOP! Don’t start the puzzle without all the pieces.
There is never a cost to set up an appointment, however it could cost you significantly if you
wait. We’re passionate about helping people, regardless of what is in it for us. Don’t wait.
¹Full retirement age based on those born after 1955 and changes in accordance with social security administration. Average life expectancy of a male living to 67 is 83 and a female is 85, therefore the average is 84. For details visit https://www.ssa.gov.
²Local region refers to Sandusky and Ottawa counties, amongst firms that provide all of the services listed. Wealth management (provided by Parkmont Wealth Advisors LLC) and guaranteed lifetime income strategies through insurance companies which are only as strong as the claims paying ability of the issuing carrier.