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Lima Office
212 W. High St.
Lima, Ohio 45801
Bluffton Office
105 S. Main St.
Bluffton, Ohio 45817


Life Insurance for Parents: Considering Your Loved Ones
Cost of Raising Children Raising a family is anything but cheap. According to a study done by the USDA, to raise a child born in 2015 was...
Jul 16, 20183 min read


How To Save Money On Gas During Your Summer Road Trip
Rather than use a roof-top cargo box, rear-mounted boxes or trays can improve efficiency. The wind resistance created from roof-mounted...
Jul 10, 20182 min read


Is Your Wedding Day Insurance Worthy?
There are two options to purchase: wedding liability and wedding cancellation coverage. Most wedding venues require you to carry wedding...
May 17, 20182 min read


IRS, Is It Really You?
The tax filing deadline is quickly approaching which means the opportunity for criminals hoping to take advantage of unsuspecting...
Mar 28, 20182 min read


Protect Yourself from Tax Refund Fraud
How tax-related identity theft works How to reduce chances of becoming a victim What to do, if you do become a victim This article will...
Mar 2, 20183 min read


“Bells and Whistles” Allow Quality Auto Insurance Policies to Shine
Before I elaborate on this, allow me to ask you a different set of questions: Would you hire an attorney based solely upon who has the...
Mar 1, 20182 min read


The InsurTech Phenomenon and The Future of Insurance Technology
Global management consulting firm McKinsey & Company defines InsurTech as “technology led companies that enter the insurance sector, take...
Jan 22, 20182 min read


Chip Into Security
For consumers… Try “dipping” your chip first. Using the chip is more secure than using the magnetic stripe, so try that first. The...
Jun 16, 20173 min read


E-asy Button – Go Paperless
If you haven’t been asked this, I would be genuinely surprised. In today’s world, paper statements are becoming a thing of the past. Have...
May 10, 20172 min read


What’s Driving My Personal Auto Insurance Rates?
How does an insurance company determine how much to collect in premium? Insurance companies use complex rating models to help evaluate...
May 2, 20171 min read


The Hidden Costs of Cheap Insurance – What Are You Getting for Your Money?
Would you hire an attorney based solely upon who has the cheapest hourly rates? Would you hire a financial planner or investment advisor...
Mar 3, 20172 min read


Start Saving Today for Retirement
So, what is a 401(k) plan and how can it serve as an effective vehicle for accumulating retirement income? A 401(K) is an employer-based...
Jun 20, 20161 min read


New Year, New Budget: 5 Ways to Improve Your Financial Health
1. Establish an emergency fund. Life is unpredictable and an emergency fund can prepare you for whatever may come your way. This should...
Dec 30, 20152 min read


The Next Steps to Take After Your Identity Has Been Stolen
In our first blog on identity theft, we discussed the first steps you should take after your identity has been stolen. Once you...
Dec 1, 20152 min read


The First Steps to Take After Your Identity Has Been Stolen
Identity theft is becoming more and more common in today’s digital world. If your personal information is stolen, it only takes thieves...
Nov 2, 20152 min read


6 Subtle Costs Of Technology
I may have been ahead of my time; people today are doing these absent-minded things more than ever thanks to technology. Have you seen...
Jul 8, 20152 min read


Protect Yourself from Party Rental Risks with a Personal Umbrella!
Good news! There is coverage under the homeowner policy for this type of situation. The homeowner policy considers “Any part of a...
Mar 24, 20152 min read


Take Baby Steps to Purchase Those First Adult Policies
Learn more about insurance for college graduates by watching our video. “Can’t I stay on your auto policy forever?” ” Is that the cost...
Feb 16, 20152 min read


Breaking the Bank: The Evolving World of Money
The neighborhood bank branch. As more people bank online or via smartphone, banks are evaluating the future of the neighborhood branch....
Dec 16, 20142 min read


Who Doesn’t Love “Free” Money?
One of the biggest regrets that you may have after graduating college is that you didn’t apply for enough (or any) scholarships....
Aug 12, 20142 min read
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