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, our practice is about the dreams and aspirations of our clients, Integrity, Excellence, Respect and Commitment.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
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding the value of a home warranty.
It's important to make sure your retirement strategy anticipates health-care expenses.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Are women prepared for a 20-year retirement?
In the face of divorce, making changes to insurance coverage may be overlooked.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.