Couch Investment Management, LLC provides expert financial advisory services in Grafton, Ohio. This firm specializes in portfolio management on a flat fee basis and adheres to a fiduciary standard. Founder Craig Couch brings extensive knowledge in estate planning, ensuring clients receive tailored financial strategies that meet their specific needs.
Estate planning encompasses more than just drafting a Will. Couch Investment Management understands the complexities involved in managing assets and preparing for smooth transitions to beneficiaries. The firm offers personalized recommendations based on individual circumstances, helping clients navigate the intricacies of financial planning. Services include Roth conversions, IRA management, 401(k) rollovers, and comprehensive income planning.
By focusing on minimizing taxes and avoiding penalties, Couch Investment Management aims to alleviate the burdens that often accompany financial transitions. The firm’s commitment to a fiduciary standard ensures that clients’ best interests remain the top priority. This dedication enhances trust and confidence in the advisory relationship.
Couch Investment Management stands ready to assist individuals in Grafton, Ohio, with tailored financial solutions that address unique situations. The firm’s expertise in estate planning and investment management helps clients achieve their financial goals while safeguarding their assets. Connect with Couch Investment Management today to explore personalized financial strategies in Grafton, Ohio.
