1040 N Maple St Marysville, OH 43040

Inheritance Planning

"A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous." —Proverbs 13:22

Explore inheritance options for your family that are best for your situation.

Inheritance options for your family

You have hopes and dreams for your grandchildren or other loved ones. And how you transfer your assets can have a lasting impact on their financial independence.

There's a dizzying array of financial products out there, yet according to the S&P Global Financial Literacy Survey, only 57% of Americans understand financial concepts. We are constantly bombarded with advertisements that use fear as a motivator to purchase this investment or that. It's hard to know what to believe and who to trust.

Your Investments For You representative can help you navigate the myriad of products available. We'll get to know you, your goals and your personal financial situation. Do you want to help with your grandchildren's college? Do you want to make a loved one's future more financially secure? Should you start transferring assets now or wait until later? No matter what you want to do, chances are, we have a way to help you acheive it.

We're not locked in to any single kind of investment or mutual fund company. We're financial advisors, well versed in what's going on in the current financial markets, tax strategies and ways to transfer wealth. We work with many well-known investment companies. And if a company or fund isn't performing up to our standards, we drop it. See our partial list of investment companies here.

Here are some of the kinds of inheritance options we can help you with:

  • IRA's for children's education
  • 529 college savings plans
  • Custodial accounts
  • Coverdell education plans

Featured review

Max helped us save enough money to send my daughter to college even though we didn't get started until she was in high school.

—L Shepard
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why choose us

Our goal is to help you, our valued clients, meet your financial objectives. We take the trust you place in us very seriously. We treat your money as if it were our own. Our firm strives to protect and increase your investment.