Creative Financial Partners

Financial Design Group is a trusted financial planner in Toledo, OH, offering comprehensive financial advising and investment services. Specializing in retirement plans, including traditional IRA, Roth IRA, SEP IRA, and 401(k) planning, they provide expert guidance on bonds, common stock, and brokerage accounts. Their services extend to estate plans, college plans, tax planning, and insurance solutions including life insurance, disability income insurance, and long-term-care insurance for complete financial security.

After spending more than 40 years in business together, and as a third-generation practice, Beacon Financial’s advisors understand the value of planning for longevity. We believe that wealth is a horizon, not a number. And we’re dedicated to guiding our clients to their ideal wealth horizon, which is not months out but years out. When working toward your own financial horizon, having a knowledgeable, dependable partner to guide you can make all the difference. At Beacon Financial, our multi-generational practice gives us valuable perspective on all stages of life and a long runway to serve our clients and their children. Additionally, because of our advisors’ close relationships and family ties, we’re here to stay.