111 South Broad Street,
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We believe that good financial decisions don't have to be confusing and that most people, once presented with strategies that make sense, will make the right decisions. If you are looking for a representative with the heart of a teacher, there's a chance we could be a good fit.
We offer complimentary consultations that are low-keyed, relaxed and educational... it is not about the transaction but about building a long-term relationship to help you succeed in achieving your financial and retirement goals. Our business model enables us to work with everyone.... individuals, families, young professionals, entrepreneurs, businesses, and retirees.
This site will not only introduce you to our company philosophy and services, but will also offer a wealth of resources including educational materials, articles, newsletters, financial calculators, and other tools all designed to keep you up-to-date on financial issues, strategies, and trends.
If you want to schedule a complimentary meeting, have us prepare a personalized financial strategy for you, or if you just have a simple question and want to talk to someone, you can:
E-mail us at TDankrom@capitalchoiceinvest.com
Call our Office: 330.533.0568
Or just click below to submit a question or schedule an appointment.
We look forward to helping you in any way we can. Thank you for visiting our site!Respectfully,
A strong planning process is the best way to create a more financially secure strategy. It is crucial to create a financial strategy that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a financial structure that will stand the test of time and that will help grow and build wealth for you and your family.
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A strategy must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
This goal-based approach is designed to help you:
Contact us today to find out more about my financial process and learn how a financial strategy can help you achieve your goals.
The first step to achieving financial security is creating a suitable financial strategy. We will work together to prepare a strategy that helps you:
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial strategy.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
Bridging the Confidence Gap
How to Bake a Pie-R-A
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals,