FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

 
A Holistic Approach Long-Term Relationships Simplified Solutions Designed for You

Understanding Today's Financial Environment

Welcome!  We are Masterpiece Financial Services. Servicing as a fiduciary, we are a comprehensive fee-based financial planning, tax preparation, and investment advisory firm founded in 2005, headquartered in Maumee, Ohio and serving clients across the U.S. 

Our firm’s mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client. We believe strong relationships are built on honest communication, transparent processes, deep expertise, and a long term commitment to clients’ success. Our core values include Heart, Integrity, Excellence, Respect and Commitment. Our practice is about the dreams and aspirations of our clients; bringing our core values to life through every interaction we have with our clients, staff and partners.


Contact Us

Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

Learn More

Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

Learn More

Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

Learn More

About Us

Learn More

Retirement

Learn More

Investment

Learn More

Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

View all videos arrow