A Wealth of Resources forYour Wealth & Wellness Giving Back We love our community — and love to volunteer for it. We hope you’ll join us! Our 4 Pillars of Giving Military vets and first responders Mentoring local youth Supporting quality healthcare in our community Developing Dayton’s Business Reputation Everything we do as a company is centered around our Core Values! If you take care of people, profits will take care of themselves. Challenge the status quo and think differently. Family comes first. Our team is our family and our clients are our family. Always do the right thing. Period. Read Our Guides Check out our helpful guides to assist you during your retirement journey. Download Our Guides Watch 5 SOCIAL SECURITY STRATEGIES INCOME TOOLS WILL I BE OK PASSIVE INVESTING WILL SOCIAL SECURITY BE TAXED