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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There’s a link between debt and stress.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
For homeowners who think their property taxes are too high, there are ways to appeal.
A four-step framework for building a personal legacy.
Understanding how a stock works is key to understanding your investments.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women must be ready to spend, on average, more years in retirement than men.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.