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Toledo Chamber
Covid19
About the Chamber
>
Vision, Mission, History
Diversity Statement
Key Objectives
GEO Program
Board
Staff
Directions to Office
Become a Member
>
Membership Application
Benefits of Membership
>
MEWA
Products and Services
>
COSEMEWA
Creating Networks
Advocacy and Public Policy
Growth Opportunities
Talent Attraction & Retention
Events Calendar
Membership Directory
Newsroom
>
Member News
Newsletter Archives
Members Only Portal
Contact Us
Reboot
Member Resources
Webinars
PPE Suppliers
Business Resources
Small Business Development Center
>
Learning Center
Client Counseling Request
Ohio SBDC Export Assistance Network
>
Export Success
Toledo Area Small Business Association
Business Development Resources
Business Connect Submit
Emergency Preparedness Resources
>
CoronaVirus Communication SignUp
Advocacy & Public Policy
Public Policy Agenda
Regional Elected Officials
Campaign Central
Institute for Leadership & Advocacy
Boards and Commissions
Veterans Resources
Talent & Workforce
Chamber Recruiting Services
EPIC
Now Hiring
Opportunity Accelerator
REDI
Summer In the City
Talent Attraction
Workforce Development
Toledo Region
Regional Information
Visiting
Relocating
Job Board
Community Calendar
Toledo Region Data Center
Industry Employment
Industry Forecast
Unemployment
Median Income
Migration
Occupation Forecast
Employment by Occupation
Average Industry Pay
Firm Size
Per Capita Income
Per Capita GDP
Poverty
Site Map
Blog
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TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division
TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division
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TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division
3410 Briarfield Blvd, Ste A
Maumee
,
OH
43537
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Andy & Stacey Hudak, Dave & Rachel Barkholz
(419) 482-5590
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Our process is centered on building a trust relationship with you – our client. Before we get into anything about us, we need to deeply understand what is most important to you regarding money. Once we discover this, we will want to take account of your current financial position and then use analytic software to help illustrate the current course you are on. We will then educate you on some sound financial fundamentals we believe are vital to long-term financial independence. Finally, we will walk you through the specific solutions we feel are most appropriate to address your financial goals. You can expect this process to unfold over the course of at least three separate meetings. We like to break things up so you have a chance to digest the specific information we cover in each meeting, as well as give you time to develop questions as the meetings progress. Once you are comfortable with the recommendations we are making, only then will we proceed with the necessary paperwork to implement our recommendations. Once we have completed this initial process, we encourage our clients to consider it the end of the beginning – rather than the beginning of the end. Once our strategies are implemented, our ongoing relationship will consist of semi-annual to annual reviews in person, along with various other forms of communication throughout each year. As your life evolves and changes, we want to stay in-step with you to make sure we are making the proper adjustments when necessary. We believe the value we deliver to our clients is best measured over time. In fact, most of our referrals to new clients tend to come from our clients we have served the longest.
Member Since: 2013
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TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division
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1/25/2021
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