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Our Office is Open with 
New Hours 
As our state begins reopening, we want to make you aware that we will be complying with the guidance given by the governor and the health department, and will be taking all precautions necessary to ensure the safety of our clients and staff.
In an effort to keep everyone safe, please adhere to the following guidelines when visiting our office.
1) MAKE AN APPOINTMENT to visit our office;
2) Provide and wear your own face protection;
3) Know your temperature is under 100.4 degrees; and
4) Observe social distancing by keeping 6 feet between yourself and others while in our office.
If you have been exposed to someone who has COVID-19 or if  you are not feeling well, please reschedule your visit.

While these restrictions are not ideal...we love seeing everyone's full face...we understand our responsibility to the overall community as we are all in this together.  We are looking forward to a return to normal, hopefully sooner than later, and will all celebrate that day together!!
Thank you for your business!  
Our hours for May through August are:
8:00am - 4:30pm, Monday-Thursday,
8:00am - 2:30pm Fridays. 

We want to say thank you to the front line workers all over Ohio:
  • Doctors and nurses providing care for those who need it most,
  • Health care technicians and office workers providing support in our hospitals and doctors' offices,
  • Emergency response personnel, police and firefighters, paramedics and EMT's,
  • Truck drivers keeping our supply chains running so we can get the resources we need,
  • Postal workers keeping our mail going,
  • Grocery store and warehouse workers, working around the clock to keep shelves stocked and people fed,
  • Food service workers and delivery drivers,
  • Teachers providing support and resources for children and families,
  • School support staff ensuring children and families have the support they need,
  • College and university professors and other staff, providing online learning for students,
  • Electrical and IT workers keeping us all connected,
  • All of the other public employees working hard on our behalf.
The efforts of these people are critical to keeping society functioning, making sure that every one of us is safe, healthy, and has access to all of the resources we need.
Join us in thanking them today!

Monthly Tip! 
There's a lot of information coming at you these days

...everything from the right way to wash your hands to how far to socially distance yourself from another breathing human. 

And in the middle of all the information overload is your money. 

I n this helpful article, Dave Ramsey breaks down what you should and shouldn't be doing with your money in a crisis:

Spotlight: Covid-19 Coverage
Not sure how your plan is going to cover you if you get sick with Coronavirus?  

We have complied a list of resources from our carriers to answer your questions: 

Here are some additional resources for economic support: 

As always, if you have questions, we are here to help. Stay Safe! 

Cover Your Deductible

Times like these make us question whether we have adequate coverage should we get sick and need to be hospitalized. Many of our clients have moved to a high deductible plan in recent years due to high premiums. Don't let fear of a high deductible keep you from seeking medical care. Anthem's Life Secure plans can take away the worry, providing cash payments for accidents, critical illnesses and hospitalizations. Ask your Advisor about this affordable solution today! 

Jim Roesch,  CEO and Chief Visionary Director