Target Your Heart vs. Your Behavior for Better Financial Results

Contact

Office: (419) 841-6700

Fax: (419) 841-6836

1700 Woodlands Dr Suite #205

P.O.Box 1117

Maumee, OH 43537

CFP®, CKA®, ACBC Certified Biblical Counselor

[email protected]

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NY, OH, OR, PA, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The views expressed are not necessarily the opinion of Osaic Wealth and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Individual circumstances vary. Investing is subject to risks including loss of principal invested. No strategy can assure a profit or protect against a loss.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by [name of broker/dealer].