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“We have been to several of the financial workshops. Jerald’s was entertaining and educational. In our first meeting he showed us how to save thousands a year in fees we had no idea we were paying. Wish we could have found him 20 years ago.”

David & Beverly Clinton

London OH

“Our old advisor mostly confused us and never really seemed to answer our questions. Jerald explained things to us in a way we could understand. He was concerned with what we wanted and our goals and showed us a way to reach them that made us comfortable.”

Bill & Mary Linn

Caledonia OH

“We didn’t know what direction we needed to head to prepare for retirement. Jerald helped us eliminate debt, structure our retirement income and protect our estate. We don’t keep him a secret to our friends and family, he has opened our eyes to what a good financial plan can accomplish.”

Michael & Rebecca Poling

Laurelville OH

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