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3450 West Central Av, #332
Toledo, OH 43606

(419) 724-4881

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Understanding Today’s Financial Environment

Welcome, I’m LaMont Stewart, a financial consultant in Toledo, Ohio. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (419) 724-4881.

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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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Death is No Excuse

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Use this calculator to compare the future value of investments with different tax consequences.

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

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Capital Gains Tax Estimator

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Principles of Preserving Wealth

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Long-Term-Care Protection Strategies

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Tax Management Strategies

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Managing Your Lifestyle

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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