Tim Lehman, AGT - First Insurance Group

Beacon Associates, based in Maumee, OH, specializes in retirement income planning. They guide individuals towards their financial aspirations and goals through comprehensive financial planning strategies. Their aim is to assist clients in confidently pursuing their dreams for retirement. At Beacon Associates, the team empowers clients by tailoring long-term retirement strategies to reflect their unique risk tolerance and financial situation. They provide personalized recommendations based on current risk and return rates, along with forecasting scenarios under various market conditions. Additionally, the firm offers seminars and events to educate retirees on utilizing their savings effectively. The advisors at Beacon Associates pride themselves on being independent financial planners who prioritize crafting individualized financial strategies for each client. They strive to ensure that every client receives a personalized approach to financial planning, emphasizing uniqueness and tailored solutions over generic advice. Generated from the website content

Burns Consulting Associates Inc is a strategic planning and organizational management consulting firm based in Maumee, OH. They specialize in providing employee benefit plan management services, including vendor evaluation, contract management, and request for proposal services. Their expertise also extends to health care cost management, mergers and acquisitions, actuarial services, retiree liability measurement, and employee benefit software systems consulting. With a focus on compliance and regulatory monitoring, Burns Consulting Associates helps organizations navigate the complex landscape of employee health care benefits.Generated from the website

AssetDynamics Wealth Management, located in Maumee, OH, is dedicated to helping clients achieve their financial goals through a disciplined and unemotional investment process. The firm emphasizes the importance of overcoming behavioral biases such as greed and fear to ensure a dignified and worry-free retirement. With a commitment to providing insightful resources and personalized planning strategies, AssetDynamics aims to equip clients to make informed financial decisions. Their services encompass retirement planning, estate management, and investment advice, underscoring the integration of faith and finances in building a secure future. Generated from the website