Life, on your terms Financial planning for the retirement you want

The Kern Team Michael E. Kern, Sheila Ann Vance, Michelle L. Lowe

The Kern Team


phone

937-226-6546



phone

855-400-9460





address

Progress Park Tower
3601 Rigby Road
Suite 500
Miamisburg, OH 45342



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.


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