Our Story

What We Do

We help our clients achieve their dreams for today, tomorrow, and well into the future. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.

What Makes Us Different

We are there not just for helping our clients’ manage their life’s successes, but also when life brings challenges and the best laid-out financial plan needs revised. We help our clients’ make important financial decisions, providing guidance through life’s ups and downs to achieve financial independence.

Specific focus areas:

Retirement Income Strategies

Estate Planning Strategies

Wealth Preservation Strategies

Small Business

Employee Stock Options

Meet Our Team

Meeting with a TouchPoint® Wealth Partners advisor is an important first step in building a comprehensive plan to help you achieve your financial goals. It’s an opportunity to get to know your advisor and share your dreams. You’re under no obligation; your initial meeting will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won’t receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

Professional help in clarifying your financial goals and priorities. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment

What to bring

A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.

Our Advisors

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Sonya Saskin

Paige Kock

Mitch West

Marcus Saskin

Our Team

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Melissa Cronenweth

Amy Armstrong

Jenn Freeman

Diane Biehle

Daniel Rieman

Jason Ramage

Raymond Heizer, Jr.

Dawn Russell

Larry Sampsel

Juliann Trester

Brenda Conley

Valerie Tate

Carolyn Landers

Bailey and Tribble

View Biography

Our Back-Office Specialists

TouchPoint® Wealth Partners is a Member Firm of Valmark Financial Group, an exclusive, 50+ year old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark’s professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.

As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.

As a collective group, Valmark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate favorable arrangements on behalf of our clients.

ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com

Connect with Us

4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Click here for Valmark Customer Relationship Summary.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our Story

What We Do

What Makes Us Different

Meet Our Team

Our Advisors

Our Team

Our Back-Office Specialists

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