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
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Practical Moves to Safeguard Your Financial Progress
Explore these strategies to help protect your purchasing power in a world of rising costs.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
College Savings
See how much you may need to save now to cover future college costs for your child.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Surprises
Making the most of surprises is a great reason to work with us.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?