Financial Planning

Blake Sizemore
(419) 599-8010

113 East Clinton Street
Napoleon, Ohio 43545

Helps those develop strategies to work towards, including special needs financial considerations

Croak Asset Management
(419) 464-7000

432 N. Superior Street
Toledo, Ohio 43604

Financial planning, investment planning, education planning, and retirement planning. 

Don Ahl
(419) 882-2322

578 Main Street
Sylvania, Ohio 43560

Helps clients develop a complete, tailored strategy to help achieve financial groups including special needs planning. 

Financial Design Group
(419) 843-4737

3230 Central Park West, Suite 100
Toledo, Ohio 43617

Provides comprehensive financial and wealth management services including special needs planning.

Karla Stanton
(419) 794-0550

1645 Indian Wood Circle, Suite 102
Maumee, Ohio 43537

Goal planning, investment planning, future education planning, and insurance planning

Mass Mutual SpecialCare Program
(419) 893-9759

1760 Manley Road
Maumee, Ohio 43537

Helps educate families and caregivers of people with special needs about the importance of creating a life care plan to help provide a secure financial future. Professionals have a focus on special needs planning and help prepare for the future of the individual with special needs.

Sandra Seiple Financial Services
(419) 385-8292

1715 Indian Wood Circle, Suite 200
Maumee, Ohio 43537

Provides personal services both business and personal clients with a wide selection of investments including special needs planning. 

Shawn Burke
(419) 385-8292

6250 Levis Commons Blvd., Second Floor
Perrysburg, Ohio 43551

Helps individuals achieve fundings for children’s education or health care needs for those with special needs

Skylight Financial Group
(419) 893-9759

1750 Manley Rd.
Maumee, OH 43537

Guides families through understand financial resources that are available and assists in developing a holistic plan for individuals with special needs.