Contact Us

3950 Sunforest Ct
Ste 200
Toledo, OH 43623-4522
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Office: 419-473-2270
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Bruce Klinger, CLU®, ChFC®, MBA

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Mission Statement

There is no simple solution that works for everyone. Our first priority is to get to know you—what you need now and what you want in the future. Only after we understand and assess your situation, and understand your unique vision of a secure financial future, do we develop an approach for you.

Your network representative, working alongside our team of financial advisors and specialists from our local and network offices, will help you identify your financial goals for the future