"We really appreciate Aaron's interest in our personal situation. In the past 4 years we have learned that we can trust him in all our dealings."
~ Robert and Barbara P. -Maumee
"With his background as an attorney, Aaron understands the legal aspects of trusts where others might not. Even so, he is able to explain things in easy to understand terms, which was great in working with my elderly parents."
~ Janet F. -Maumee
"Outstanding service. Inspire trust with the group and in the advice provided. Very personable and great to work with."
~ Peggi C. -Sylvania
"Our agent handled our trust planning and financial planning with professionalism."
A true retirement plan includes much more than how your money is invested. While a financial plan is a key component, a true comprehensive retirement plan must consider many other facets to be successful.
* Insurance and annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. By contacting us you may be provided with information regarding the purchase of insurance products.