Your world revolves around you. Your perception of the world of money and investing is put through the filter of your own personal experience. No matter if you are a seasoned investor or a novice, your thoughts and feeling are unique to you. Normally, when something is about you, you feel more comfortable and more confident. That is our goal on this website.
We must realize that it would do no good if people can’t find this site in a search. Therefore I must give the search engines the information they need to fulfill the needs of people searching the internet. I hope you will indulge me for a paragraph or two.
I focus on financial planning and wealth management services. LifeMark Securities Corp., my broker/dealer is a full service broker/dealer and investment advisory firm. Through LifeMark I sell stocks, bonds, mutual funds and exchange traded funds, and provide investment advisory services. I am registered to conduct securities and investment advisory business in Ohio. The most important thing a person can do to become successful with money is to have a written plan. Only with a plan and a risk management strategy in place can a person move with confidence toward obtaining what he or she truly wants from life.
Now, let us move on to you.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment