WHy SS+D Financial?

The SS+D Financial difference comes from our unique background and client approach. 

Our ancillary relationship with one of Dayton’s most respected law firms, Sebaly Shillito + Dyer, enables us to combine a broad and deep expertise in legal and financial planning.  We come from a tradition of putting our clients’ interests first.

We know that appropriate financial planning is an on-going process, not just isolated sales of products.  For that reason, we only sell advice and client service; we do not sell products.  We also clearly disclose costs.

As Certified Financial Planners (CFPs^®), we work closely with each client to identify his or her financial goals.  After determining the goals, we tailor a strategy around the client’s available financial resources to attain those goals with minimal risk.  We implement the strategy, and then continuously monitor and appropriately adjust it in accordance with changes in the client’s life and the world we live in.  This on-going management approach allows us to be as effective as possible at helping our clients meet their financial goals. 

Our unique background and client approach allow us to “quarterback” your financial life.  We will help you get your financial life in order, and keep it that way.