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About Wrought Iron Financial

After 17 years in financial planning working for big companies, I created Wrought Iron Financial to support hard-working men and their families. My firm is built on fiduciary excellence, respect, and honor to serve my clients in their best interest. Whether you need to establish a new foundation or engineer your final masterpiece, I will help you forge a better financial future. The services I offer are flexible to compliment your own abilities. Are you looking for ongoing financial advice but want to handle the investments yourself? I have a monthly advice-only retainer. Seeking only help with investments? I provide discretionary investment management with an asset-based fee. I even have a project-based service for the "I-just-want-to-know-how-I-am-doing-right-now-with-no-strings-attached" requests. Mix and match as you see fit. While financial planning and investment management has been a large part of my financial industry experience, advising corporate retirement plans on navigating the complex world of ERISA is also a specialty of mine. I assume the fiduciary responsibility as a discretionary 3(38) investment manager over the plan investments and work with my plan sponsor clients to meet with and educate their employees on using the retirement plan for their best outcome. I advise corporate 401(k), 403(b), SEP IRA, SIMPLE IRA, and Cash Balance Plan sponsors. Please visit our website at www.wroughtironfinancial.com. Thanks to virtual conferencing, I can help individuals and families all over the United States of America. If you live around northeast Ohio, you can visit my office in the privacy of Canal Fulton, Ohio.

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