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, our practice is about the dreams and aspirations of our clients, Integrity, Excellence, Respect and Commitment. 

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

COVID-19 Response and Resources

Learn More


Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“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

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

What’s Your Investment IQ?

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

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

View all articles arrow

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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

View all presentations arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow