Our services

Insurance and investments to meet your needs

Our experts plan for your success

Our goal is to help you to achieve your financial objective. To that end, we pledge our knowledge, our resources, and our dedication to integrity in all we do.
Our Expertise

Planning for a success for immediate, short-term and long-term goals

We provide insurance and financial protection products and services for individuals, businesses, and their employees.

Financial Resource Analysis / Resolutions

  • Life & Disability Income Insurance Needs

  • Analysis of Savings and Investments

  • Retirement Income Needs

  • Budgeting and Cash Flow Study

Retirement Planning

  • Individual Retirement Accounts (IRAs)

  • Fixed and Variable Annuities

  • Supplemental Retirement Income using Life Insurance

  • Retirement Needs Analysis

  • Tailored Retirement Plans

  • Long Term Care Insurance

College Funding Strategies

  • College Costs Analysis

  • EFC (Expected Family Contribution) Projection

  • Analysis of Investment Alternatives

  • Insurance and Investment Plans

Investment Products

  • Mutual Funds

  • Unit Investment Trusts

  • Variable Annuities

  • Direct Participation Programs

  • Securities Brokerage Services

Estate Planning

  • Hypothetical Probate Analysis

  • Tax Saving Strategies

  • Charitable Giving

Business Continuation Planning

  • Funding Optional Analysis

  • Buy - Sell Strategies

  • Family Business Succession Planning

  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans

  • Split Dollar Insurance

  • Deferred Compensation Funding

  • Salary Continuation Plans

  • Non-Qualified Executive Fringe Benefits

Employee Benefit Programs

  • Group Life Health and Disability Income Insurance

  • Pension, Profit Sharing, and 401(k) Plans

  • Payroll Deduction Plans

  • SIMPLE IRAs

  • Non-Qualified Retirement Program

Our team is here to guide you

It is our objective that each associate be a highly competent professional, respected for their techinical expertise, product knowledge, and commitment to the professional growth through continuing education and service to the community.

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. CRN202303-280061 © 2010-2021 Shaw-Wyse