Our Qualifications

 

           

Laura H. Stover
Senior Partner-Owner, Financial Consultant
Credentials
Registered Representative
  6, 63 currently working on series 65 Investment advisor license. 
-BS -Major Huntington College & Taylor University.
Associates Business major North West State Community College.
Community Partnership includes;
Member of Bryan Area Chamber of Commerce
Bryan Area Business Women's Club
Bryan Rotary Club
Orchard Hills Country Club, YMCA-Strong Kids Campaign, Founder of Williams & Defiance County's Senior Symposuim.  Community Focus series educational workshops, speaker, member of the Wesley UMC.
 
 
  

 

Concepts are designed to build, protect, preserve, and transfer wealth for individuals and small businesses

  • Wealth Maximization - Utilize retirement plan assets to achieve overall objectives
  • Pension Maximization - Maximizing pension options using life insurance alternatives
  • SMART Life - Estate planning strategies to transfer assets to the next generation or to charity
  • Estate Equalization - Using life insurance to divide estate assets equitably

Mutual Funds and Variable annuities are sold by prospectus only.  For more information including expenses and charges, please call 419-633-0955 for a prospectus. Please read and carefully consider the investment objectives, risks, charges and expenses before investing or sending money. The prospectus contains this and other information about the investment company.

  Combined over 30 years experience within our firm. Laura H.Stover, well known in the northwest Ohio area, offering Pre Retirement & Senior Services, Long Term Care Insurance, Fixed and Variable Annuities, Mutual Funds, Estate Preservation, Retirement Strategies, and 401(k)/IRA Analysis. Innovative software including financial profiles available. Currently, studying to complete CFP designation and license to offer Investment Advisory Services.