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
“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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Tips to avoid checking in luggage on your next vacation.
Learn a little about worldwide currency in this fun infographic
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.