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
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There are four very good reasons to start investing. Do you know what they are?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Simple steps may help you foil hackers and protect your privacy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.