Secure Your Future with Expert Financial Planning and Investment Service
Are you seeking financial security and peace of mind for your future? Whether you're a business owner, professional, or simply want to make the most of your hard-earned money, Dave Schlabach Financial is here to help you achieve your long-term dreams. We offer personalized financial planning and exceptional service to help you navigate life's monetary complexities and achieve lasting success.
Do you struggle to understand the ins and outs of retirement planning, wish to ensure your family’s financial security, or wisely manage your oil and gas royalties? Look no further than Dave Schlabach Financial. We're a full-service financial planning firm with over 35 years of experience dedicated to helping you achieve peace of mind with your money.
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Why Choose Dave Schlabach Financial?
Personalized Financial Planning
We create tailored financial plans to meet your unique needs and goals, whether planning for a comfortable retirement, optimizing your investments, or protecting your loved ones with life and disability insurance.
Experience & Expertise
With years of experience in financial services, we have the knowledge and insight to guide you through complex monetary decisions. We specialize in helping business owners and those with oil and gas royalties maximize their wealth.
Proven Results
Our track record speaks for itself. We've helped thousands of clients achieve financial security and peace of mind.
Exceptional Service
We're committed to providing you with exceptional service. We're always available to answer your questions, address your concerns, and provide the support you need.
Comprehensive Services
Everyone needs a plan and everyone’s plan is different. We offer a full suite of financial planning services for everything our clients may need.
David B. Schlabach, CLU®
David B. Schlabach has been serving in the investing, insurance, and financial planning business since 1989. He started as an independent agent after receiving his bachelor’s degree in Business from Malone University in 1988. Over 35 years working in the industry David has earned his CLU designation, Series 6 and Series 7 registrations, and Ohio Life Insurance License. He was named The 2013 and 2023 Market Maker of the Year by The O.N. Equity Sales Company.
Dave currently resides in Millersburg, Ohio with his wife Tonya and three children Brady, Kennedy, and Gabrielle. He was the head women’s basketball coach at his alma mater, Hiland High School for 30 years. In those 30 years, his teams have made 14 state tournament appearances and won 6 state championships.
Dave is also very active as a local business owner of hotels, investment properties, and in the mineral rights business.
Kobe B. Troyer, ABFP™
Kobe B. Troyer joined DSFS after receiving his bachelor’s degree in Marketing and Psychology from Malone University. Since then Kobe has earned his ABFP™ Designation, Series 7 securities registrations, and Ohio Life Insurance License.
Helping clients reach their financial goals brings Kobe great joy. Outside of work he enjoys spending time with friends and family, country music, and Cleveland Browns Football.
Kobe is also very active in the mineral rights business.
Pam Williams
Pam Williams is a Financial Customer Service Specialist. She has been with DSFS for 8 years. She takes care of the needs of our clients. She keeps the office running smoothly and efficiently. Pam resides in Apple Creek, Ohio with her daughter, Chloe. She enjoys spending time with friends and family, Ohio State Football, and writing.
Holly Miller
Holly Miller has been with the DSFS team for 20 years. Holly is a Financial Customer Service Specialist and works part time. She helps take care of our clients’ needs. She supports the team and keeps the team on track. Holly currently resides in Holmesville, Ohio with her husband Nick and kids Timothy and Abigail. She enjoys spending time with friends and family, gardening, and volunteering at church. Being a mom brings her great joy.
Your Financial Success, Our Priority
We offer comprehensive financial planning services tailored to your unique needs and goals wherever you are in life
Building a Strong Foundation
Young adults and individuals can establish financial goals, protect their income with life and disability insurance, and begin investing in managed portfolios and retirement accounts like IRAs and 401(k)s.
Protecting Your Family's Future
Families can secure their financial well-being with income protection and invest for long-term goals like college funding or retirement. We'll work with you to develop a personalized plan that meets your family's unique needs.
Navigating Retirement
Retirees can focus on enjoying their golden years while we handle the details. We'll create a plan to generate a steady income stream, manage investments, and ensure your estate is protected, allowing you to leave a family legacy.
Thriving as a Business Owner
We understand the financial complexities of running a business. Our services help you optimize retirement plans, secure your business's future with continuation planning and key man insurance, and implement tax strategies to maximize profits.
Maximizing Oil and Gas Royalties
We specialize in helping individuals and families navigate the complexities of oil and gas royalty management. Our team will work with you to optimize your royalty income, plan for tax implications, and ensure your assets are working towards your long-term financial goals.
Who We Serve
No matter where you are on your financial journey–whether you're just starting to build your financial portfolio, navigating the complexities of retirement planning, or seeking to optimize your tax strategies and personal investments–Dave Schlabach Financial is here to walk alongside you. As your trusted financial advisors, we understand that everyone's path to financial security is unique. We take the time to listen to your individual goals and concerns, crafting personalized financial plans that address your specific needs. Whether you're interested in royalty management, exploring IRA investment options like traditional or Roth IRAs, securing your family's future with life insurance and disability coverage, or simply seeking sound advice, we offer comprehensive financial services tailored to you. Our team of experienced professionals is dedicated to providing you with the expertise and support you need to navigate life's financial challenges and achieve lasting success.
Our Approach
At Dave Schlabach Financial, we believe in building long-term relationships with our clients. Our professional financial advisors take the time to get to know you, your goals, and your monetary situation. This allows us to develop personalized financial plans that align with your unique needs and aspirations. We are committed to transparency, integrity, and always acting in your best interests. When life’s goals and situations change, we help adjust your plans accordingly, working with you to achieve financial stability throughout life’s twists and turns.
Schedule
A Consultation
Ready to take the next step towards financial security? Schedule a complimentary consultation with Dave Schlabach Financial today. Let's discuss how we can help you achieve your financial goals and build a brighter future.
