Financial Services
With Pohlman, Talmage, Brown and Campbell, all aspects of your financial planning process are covered.
What we do for Financial Services:
At Pohlman, Talmage, Brown & Campbell our advisors get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation and have meaningful conversations with you to discuss your goals and how you can accomplish them. From managing debt, saving for college, and preparing for retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
Our Financial Services Include:
- Personal Financial Statement Preparation
- Risk Management and Insurance Analysis
- Planning for all areas of your life to include Education, Social Security, Retirement, Estate and Investment Planning
- Asset Management*
- Wealth Building & Accumulation Strategies
- Fixed & Variable* Annuities
- Life/Disability/Long Term Care Insurance
*These services are offered by Alan Brown and Kurtis Campbell through their affiliation with Avantax Investment Services℠
With our available digital services and software, you are always connected and in control.
We aren’t just button pushers, we understand your goals and business and can help you grow!
Our digital doors are always open and our team is ready and able to answer any questions and guide you through any issues.
3445 South Dixie Drive
Suite 200
Dayton, Ohio 45439
Check the background of your financial professional on FINRA’s BrokerCheck.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member: FINRA/SIPC. Advisory Services offered through Avantax Advisory Services℠, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.
The Avatax familiy of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representativesmay offer these services through their independant outside business. Content, links, and some material within this website may have been created by a Third Party and was not written or created by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value
Avantax Investment Services℠ and Avantax Advisory Services℠ are not affiliated with Pohlman, Talmage, Brown & Campbell.