Life Events

Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.

Getting Married Becoming a Parent Preparing for College Developing a Financial Plan Dealing with Your Bank Improving Your Credit Choosing A Professional Buying Insurance Getting a Loan Planning For Retirement

Buying & Maintaining A Car Buying & Selling A Home Planning Your Estate Making Charitable Contributions Avoiding Scams Getting Divorced or Becoming Widowed Coping with Major Illness Coping with Death of a Loved One Improving Your Retirement Handling Other Situations

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Bucyrus Office 228 S. Sandusky Ave. Bucyrus, OH 44820 Phone:(419)562-0588 Fax: (419)562-0766

Upper Sandusky Office 204 S. Sandusky Ave. Upper Sandusky, OH 43351 Phone: (419)294-5109 Fax: (419)294-1998