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28555 Starbright Blvd.
Suite D
Perrysburg, OH 43551

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Jeremy A. Ayers, CFP®

(419) 720-9501

 
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Gaining Financial Freedom

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.  We understand the concerns many investors have today about the market and we will help identify strategies to calm those concerns.

Our firms main priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about particular investment concepts or products.  We look forward to showing you the capabilites of our firm.

Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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