Welcome

I'm throwing away industry jargon and using this space to help give you a better understanding of investing and personal finance. I am a Financial Advisor specializing in estate planning.  Often, when either inheriting assets such as an IRA or planning your estate, you only get one chance to make the right decisions.

This communication is strictly intended for individuals residing in the states of Ohio, Florida and South Carolina.  No offers may be made or accepted from any resident outside the specific states referenced. 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Couch Investment Management LLC are not affiliated.

Investment products and services, and fee-based advisory services are available to residents of all Ohio, Florida and South Carolina.

We are licensed to sell insurance products in the following states: Ohio, Florida and South Carolina. 

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