Understanding Today's Financial Environment
Welcome! We are Masterpiece Financial Services, a financial organization in Maumee, OH. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We specialize in financial and wealth management planning, 401(k) reviews, tax preparation, tax representation and educational forums/seminars. We serve the following areas: Toledo(OH), Maumee(OH), Perrysburg(OH), Whitehouse(OH) and Waterville(OH). We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
We can help take some of the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
Let us provide you with guidance that can help you understand and better define your financial goals.Learn More
Rightsizing for Retirement
What does your home really cost?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Tips on insuring your teen driver.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Military families face unique challenges, making personal finance even more critical.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.