about us

Building your financial future one step at a time

Our objective is to help you achieve financial security in a complex and constantly changing world. We design plans to help you achieve what is important to you

Immediate Needs

Life Insurance, Disability Income Insurance, and Long Term Care Insurance for protection to help Insure against potential losses

Short Term Needs

Money Market Funds, Cash Reserve,
Emergency Money (3-6 Month's Expenses)

Long Term Needs

Investment Products, Retirement, College Funding, Wealth Accumulation, General Savings

  • Analyze

    Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your existing plans to see if they will meet your current and future needs.

  • Design

    We will prepare a written plan with suggestions to fill in the gaps or to help you reach your objectives more efficiently.

  • Implement*

    If our recommendations make sense to you, we will work with you to implement your plan by securing and coordinating the required products and services.

  • Review*

    Because your financial situation is bound to change, we will work with you over time through annual reviews to monitor the performance of your program and ensure that it is always focused on the achievement of your goals.

    *The client is free to implement the plan recommendations with whomever he/she chooses.

    **Annual, or periodic, reviews of your financial plan may require a new plan agreement and result in additional fees.

Start planning for the future
We listen for a thorough understanding of exactly what your objectives are for you, your family, and your business. Only then do we begin to design a plan specifically for you.
Contact Us

Securities, Investment Advisory and Financial Planning offered through 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