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:

Individual Health
& Medicare Insurance

Retirement Income
& LTC Planning

Private Wealth
Management

Tax
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.

3. RELAX

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.

WARRANTIES & DISCLAIMERS There are no warranties implied. Parkmont Wealth Advisors, LLC is a registered investment adviser located in Fremont, OH. Parkmont Wealth Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Parkmont Wealth Advisors, LLC ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Parkmont Wealth Advisors, LLC ’s web site on the Internet should not be construed by any consumer and/or prospective client as Parkmont Wealth Advisors, LLC ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Parkmont Wealth Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Parkmont Wealth Advisors, LLC , please contact the state securities regulators for those states in which RIA Firm Name maintains a registration filing. A copy of Parkmont Wealth Advisors, LLC ’s current written disclosure statement discussing Parkmont Wealth Advisors, LLC ’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Parkmont Wealth Advisors, LLC upon written request. Parkmont Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Parkmont Wealth Advisors, LLC ’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Retirement Solutions Plus LLC and individually licensed and appointed insurance agents.

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.

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