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.
Helpful Content
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.