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AssetDynamics Wealth Management

Guiding Clients to Contentment in the Present & Hope for the Future by Helping Them Make Wise Financial Decisions & Minimize Emotion-Driven Money Miskakes
3335 Meijer Drive, Suite 100, Toledo, OH 43617
Phone:
  • 419-841-6700
Fax:
  • 419-841-6836

Complimentary Retirement Analysis

New Financial Wellness Tool. Create your own complimentary financial plan with our guided planning experience.

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Videos

Watch our simple & practical videos to help you make wise financial decisions

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Flipbooks

Review our content rich flipbooks for simple explanations of complex financial topics

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GUIDING CLIENTS TO CONTENTMENT IN THE PRESENT & HOPE FOR THE FUTURE BY HELPING THEM MAKE WISE FINANCIAL DECISIONS AND MINIMIZE EMOTION-DRIVEN MONEY MISTAKES

 

Don Roork, CFP®, CKA® and his team are delighted to help client friends learn how to gain financial contentment and hope for the future through making wise debt, lifestyle, financial planning, retirement planning, estate planning and investment planning decisions. We offer leadership in three key areas:

1. Help you gain a clear understanding of your life and financial goals.

2. Assist you in establishing a well-defined strategy for achieving those goals.

3. Offer you trusted and professional guidance based on applying biblical wisdom with an eternal perspective. We help you make adjustments when your needs change, or when economic or market conditions dictate.

To get started, click on the "Contact Us" button below, or you may want to start by creating your own complimentary confidential financial plan with the myMoneyGuide® guided planning experience. Click on the myMoneyGuide® logo below to learn more.

                                             

For those looking for a Christian faith based financial advisor with decades of experience in wealth management, we’re trained to help you integrate faith and finances, by utilizing a more dynamic “Heart-Based Finance” approach, versus what the investment industry calls Behavioral Finance. We'll introduce you to the unique power of "heart-based behavioral alpha" with the potential to add real returns through a structured process of investment behavioral coaching. 

Have you ever wondered WHY finances are such a source of stress? Take the MoneyLife Indicator®  assessment created by Crown Financial Ministries to find out your financial health score. It's confidential, fast, free and provides an immediate report with a personalized Action Plan to help relieve financial stress! Click on the MoneyLife Indicator® logo below for more information.

                                               

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                 Asset Dynamics Inc, Financial Planning Consultants, Toledo, OH

Contact Us Today:

For help with your financial management, or for more information on AssetDynamics Wealth Management, please contact us today.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck