Other Professionals we routinely work with are listed below.
These professionals are unaffiliated with TWM.
Steve has successfully completed the Series 65 Law Exam. He operates within the capacity as a fiduciary when advising his clients. Attended Middle Tennessee State University and has been helping clients for 23 years.
Steve began his career helping companies and their employees with their 401k plans. His dedication and expertise in this area led to great success with a 50 million dollar book of business.
TWM is Miami Valley's Premier Full Service Financial Planning Firm!
The Law Office of Scott W. Sexton is specializes in serving veterans, spouses and surviving spouses of veterans who are seeking Veteran Affairs "Improved Pension and Aid and Attendance," a federal assistance program offering monthly support for long-term care assistance.
Through our partnership with financial services professionals and attorney's across the nation, we offer a range of services to the nearly 2 million veterans and widows who may qualify for Improved Pension and Aid and Attendance. Benefits are payable by the Department of Veterans Affairs to veterans, spouses, and surviving spouses who are disabled or frail and might have trouble living on their own.
He along with his accredited staff have processed over 9000 cases.
About our firm
Downsizing? Wanting to get the best resale price for your home? This team of professionals have solutions that will help!
She is known as the premier firm in the Miami Valley for the unique services she offers.
Additionally, this firm also specializes in down-sizing. It is never easy to leave a home after one has been there for 20, 30, 40 even 50 years. However sometimes it becomes necessary.
Today things are changing rapidly! The rules change, taxes change, markets are riddled with volatility. We believe that no longer can one best serve the needs of a client unless they have a team approach and a process to validate all financial decisions. TWM has assembled a team of qualified professionals and a process to help clients make the right choice.
Every member of our team understands the importance of integrating and coordinating all of ones important financial decisions. We work together until the issue is solved to the client's satisfaction and understanding.
Our team of CPA's and tax professionals provide tax planning, preparation and filing services for our clients year round. Through proper tax planning, you receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.
We calculate and explain the tax effects of major transactions such as a new home purchase, child birth and more. Our proactive planning philosophy allows you to minimize tax burdens.
Agent & Client Relationship Manager
Technology and access to reliable information is paramount when preparing for retirement. Tim is a great asset to our team as he specializes in technology skills and is a very intelligent young man.
Tim will be working directly with Steve to prepare for client meetings and the periodic reviews we conduct with our clients. Additionally, during our initial interview process, he has expressed interest in getting licensed and pursuing a career as a Financial Planner with our firm.
...Already Retired and want a qualified 2nd Opinion on Medicare & Medicare Supplements?
RetireMED®iQ, an independent health plan advisory service that offers trusted guidance to individuals in need of insurance options upon retirement.
Our goal is to give you information and guidance so you can choose the insurance plan that best fits your retirement budget, needs and lifestyle.
Our team of health-plan experts works directly with you to help you explore your insurance options.
We are your retirement advocates: our team works on your behalf with your insurer to help answer your questions and resolve complex health plan issues.
Click here no get started to receive FREE analysis.
I first met Elouise and her husband Craig at one of our educational sessions. They went through the planning process and became clients.
Elouise strongly believes in the importance of the work we do and how we truly help people plan for retirement.
Elouise brings a wealth of knowledge with respect to relationship skills and office organization. Truly a blessing to have her on our team.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Temple Wealth Management, LLC. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered through Temple Wealth Management, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other then the State of Ohio or where otherwise legally permitted. Neither Temple Wealth Management, LLC, nor Temple Financial Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.
Temple Wealth Management, LLC
21 Robin Hood Lane Troy, Ohio 45373 (937) 667-2000
Copyright © Temple Wealth Management, LLC All Rights Reserved