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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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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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Try these activities to keep your brain sharp.

 

Retirement Realities

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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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When do you need a will? The answer is easy: Right Now.

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Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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