I have successfully completed the Series 65 Securities Law Exam. I operate within the capacity as a fiduciary when advising my clients. I will always worked in the best interest of my clients and have been doing this for 24 years.
I utilize a consultative approach when working with my clients and compare various alternatives to determine which will provide the outcome they desire.
I first met Elouise and her husband Craig at one of our educational sessions. They went through the planning process and became clients.
Elouise strongly believes in the importance of the work we do and how we truly help people plan for retirement.
Elouise brings a wealth of knowledge with respect to relationship skills and office organization. Truly a blessing to have her on our team.
Technology and access to reliable information is paramount when preparing for retirement. Tim is a great asset to our team as he specializes in technology skills and is a very intelligent young man.
Tim will be working directly with Steve to prepare for client meetings and the periodic reviews we conduct with our clients.
Tim recently passed the exam for his Life & Health Insurance. It is his desire to pass the Securities exam and continue to build a career in helping others succeed in their financial plans.
Today things are changing rapidly! The rules change, taxes change, markets are riddled with volatility. We believe that no longer can one best serve the needs of a client unless they have a team approach and a process to validate all financial decisions. TWM has assembled a team of qualified professionals and a process to help clients make the right choice.
Every member of our team understands the importance of integrating and coordinating all of ones important financial decisions. We work together until the issue is solved to the client's satisfaction and understanding.
So we we say "We've Got You Covered", WE MEAN IT!
Home Staging & Senior Downsizing
Downsizing? Wanting to get the best resale price for your home? This team of professionals have solutions that will help!
She is known as the premier firm in the Miami Valley for the unique services she offers.
Additionally, this firm also specializes in down-sizing. It is never easy to leave a home after one has been there for 20, 30, 40 even 50 years. However sometimes it becomes necessary.
Home Health Care
Skilled & Non-Medical
By providing a broad spectrum of services including skilled nursing, home health aides, physical/occupational/speech therapy and behavioral health we tailor your plan of care to your unique need.
In addition, we accept over 40 insurance plans including state waiver and passport.
Our goal is to keep you and your loved ones independent, healthy and secure.
Medicare & Medicare Supplement Insurance
RetireMED®iQ can help you prepare for your journey whether you are considering retirement, new to Medicare or working beyond 65. They provide peace of mind to individuals who are at various stages on their Medicare journey.
They provide expert advice, access to ALL plans and dedicated lifelong support all at NO COST to you.
Our team of CPA's and tax professionals provide tax planning, preparation and filing services for our clients year round. Through proper tax planning, you receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.
We calculate and explain the tax effects of major transactions such as a new home purchase, child birth and more. Our proactive planning philosophy allows you to minimize tax burdens.
The Law Office of Scott W. Sexton is specializes in serving veterans, spouses and surviving spouses of veterans who are seeking Veteran Affairs "Improved Pension and Aid and Attendance," a federal assistance program offering monthly support for long-term care assistance.
Through our partnership with financial professionals and attorney's across the nation, we offer a range of services to the nearly 2 million veterans and widows who may qualify for Improved Pension and Aid and Attendance.
He along with his accredited staff have processed over 9000 cases.