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
Building Your Legacy
A four-step framework for building a personal legacy.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Your credit score may influence how much you pay for auto and home insurance.
Here are six flags that may make your tax return prime for an IRS audit.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.