Private Client Ltd
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Personal Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We Help You...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
  • Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

Services For Individuals

Personal Financial Planning
Retirement Planning
​Estate Planning

Services For Businesses

Small Business Accounting
Part-Time CFO Services
Cash Flow Management
Bank Financing
Strategic Business Planning
Succession Planning
​New Business Formation

Tax Services

Tax Preparation
​Tax Planning
Private Client Group LTD
© Private Client Group, LTD 2022
​115 W Front Street Perrysburg, OH 43551
  • Home
  • Our Services
    • For Individuals >
      • Personal Financial Planning
      • Retirement Planning
      • Estate Planning
    • Business Services >
      • Small Business Accounting
      • Part-Time CFO Services
      • Cash Flow Management
      • Bank Financing
      • Strategic Business Planning
      • Succession Planning
      • New Business Formation
    • Tax Services >
      • Tax Preparation
      • Tax Planning
  • News & Updates
  • Contact Us