Aaron Rathbun

Aaron Rathbun

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I will collaborate with you to help build a plan defined by your goals. I am committed to providing guidance unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern ap

Options Strategies: Covered Calls & Covered Puts 09/28/2022

Here's a good article that breaks down some basic options strategies.

Options Strategies: Covered Calls & Covered Puts Learn the basics of covered calls and covered puts, and when to use them to manage your risks when trading options.

Income Too High for a Roth IRA? Try These Alternatives 09/13/2022

If your income is too high for you to participate in a Roth IRA, you do have other options. You can check them out here:

Income Too High for a Roth IRA? Try These Alternatives If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

This Scenic Lake Town May Be Colorado's Best-kept Secret 08/08/2022

If you are looking for your next getaway, look no further than this beautiful lake town in Colorado.

This Scenic Lake Town May Be Colorado's Best-kept Secret Grand Lake, Colorado, is the perfect weekend getaway, with serene views, amazing wildlife, and easy access to Rocky Mountain National Park.

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Perrysburg, OH
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