Ensure your business continues to run smoothly and without interruption, after important people move on to new opportunities, retire, or pass away.
Pursue your goals and design a plan for building assets that create both cash flow and equity.
Financial strategies of saving, investing, and ultimately distributing money meant to sustain yourself during retirement.
Estate-planning strategies including lifetime gifts and working with your attorney to establish a trust to help avoid or diminish estate taxes.
You are unique. Your circumstances, responsibilities and goals for tomorrow dictate financial strategies particular to you
Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC,
7150 W. Central Ave, Ste 100, Toledo, OH 43617 (419) 893-9759
Shaw-Wyse Insurance and Investments is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202603-4062258