We offer a range of different services including pension, insurance, and asset organizing of investments that help meet our client's specific needs. We provide the following services:

Pension Plan Design
Help Clients' Realization of Financial Goals and Objectives
Retirement/Trust asset organizing, reporting, and (client authorization to Financial Advisor) allocation
Cash Management and Budgeting
Tax Reduction Planning
Estate Organizing and Planning
Education Fund Planning
Insurance Needs and Analysis in the areas of Life, Health, Disability, Long Term Care, Auto,Home & Business.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Financial consultants, we are not qualified to render advice on tax or legal matters.

This site is published for residents of the United States only. Financial Advisors may only conduct business with residents of the states for which they are properly licensed. Therefore, a response to a request for information may be delayed. Please note that not all of the financial products and services mentioned are available in every state. Investors outside of the United States are subject to securites and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact local offices for information and availability.

To contact us:
 
Columbus Location:                                                                                                  Dublin Location:
2492 W. Dublin-Granville Rd.                                                                                    4396 May Apple Ct.
Columbus, OH 43235-2709                                                                                      Dublin, OH 43016
Phone: (614) 889-OWLS or (614) 889-6957                                                  Phone: (614) 889-5855
        Fax:     (614) 889-5855
    Email:  smayadev@yahoo.com