Broker Check

28555 Starbright Blvd.
Suite D
Perrysburg, OH 43551

LinkedIn

Jeremy A. Ayers, CFP®

(419) 720-9501

 
Charitable Giving: Smart from the Heart Ready for Retirement? The Richest Man in Babylon

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.

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!

Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

View all presentations arrow

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

View all videos arrow