|
We're thrilled to share some important news with you! Our firm, 401 Advisor, is rebranding to Buckeye Wealth Partners, LLC, effective June 1, 2025.
This change underscores the growth of our business and our unwavering commitment to delivering exceptional wealth management and tax solutions tailored to your needs. While investment management and retirement income have always been our strengths, we are excited to expand our offerings to provide a much broader range of financial advice that supports you in every aspect of your financial journey.
Our new name, Buckeye Wealth Partners, truly reflects everything we stand for in supporting you. Below is a small list of what we offer, but remember, if it's a financial decision, we're here to offer you unbiased
advice as a trusted partner.
· Investment Management
· Retirement Planning
· Comprehensive Financial Planning
· Tax Planning & Preparation Services
· Insurance Needs and Risk Analysis
· Cash Flow & Debt Management
· Education Saving & Analysis
· Charitable Giving Planning
· Social Security and Medicare Planning
· Income Planning & Distribution Strategies
· Estate Planning
What does this mean for you?
· Same Team, Same Dedication: You'll still have the pleasure of working with the same dedicated team you know and trust (Bill, Dee, and Yours Truly)! While you might come across some new names around here soon, we’re all in this together!
· Expanded Services: We're excited to keep providing the same high-quality service, with an even greater focus on our menu of additional services.
· Our Commitment to You: Your financial success is at the heart of what we do, and it remains our utmost priority. At Buckeye Wealth Partners, we're truly excited to keep offering you the personalized guidance and support that you've always appreciated.
We're genuinely thrilled about this new chapter and the wonderful opportunity to serve you even better! If you have any questions about this change, please don't hesitate to reach out at your convenience. We anticipate that this change will take a few months to complete, as we’ll be updating both our website and email system, among other things.
Thank you for your continued trust in us.
Kind regards,
Jim Kilgore
CERTIFIED FINANCIAL PLANNER®
Schedule Appointment
Bill DeShurko
Chief Investment Officer
Dee Beavers
Executive Assistant
CLICK HERE FOR SECURE UPLOAD
| 
