Retirement Planning Toledo - Wright Financial Group, LLC

Our specialty is to generate income from your investments, so you can have the retirement YOU deserve.

Because your money doesn’t retire, YOU do!

Our Approach

Tailor-made personalized financial portfolios or custom retirement planning

At Wright Financial Group, we understand the importance of retirement planning for individuals and families in the Toledo, Ohio area. We are dedicated to providing tailor-made and personalized financial portfolios and custom planning services to our clients.

Our team of financial advisors and planners have a wealth of experience and knowledge. Whether you are just starting to think about retirement or you’re getting close to it, we will work with you to understand your unique situation and develop a custom plan that meets your specific goals.

We will help you identify your financial needs and help you select the appropriate investment options to achieve your retirement goals.

Help Protect Assets

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Help Provide Income

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Greg L

15:01 04 May 23

Paulette Arietta

23:26 16 Oct 22

Veronica L

19:32 09 Sep 20

David and his Team hold the Gold standard in financial services and client support!

Eileen Mitchell

23:09 11 Jan 20

Dave and his staff are wonderful people. He always keeps me informed and up to date. Highly recommend.

Becky Chamberlain

19:47 19 Dec 18

Anne Warner

14:59 14 Sep 17

Matthew Wright

17:28 01 Jun 14

Being the son of David M. Wright and working for him these past 4 years, I can say without pause, that David's (outside of being a true inspiration and a personal example on how I will raise my own family) kindness and one on one commitment that is given to every single person(s) or family, from all walks of life, and in all financial situations.The focus and care you receive by David, and the ways in which he can improve your financial needs and goals, are the reasons why I got into this business in the first place. Seeing his clients faces, and the smile and relief they have as they watch their goals come true is awesome to witness. He is comfortable in working with you and helping you improve in any area specific to you, only when he knows you feel comfortable and trust working with him, sharing your own private information.

These are non-paid, client testimonials.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Sound Income Strategies, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 173272.

Tailor-Made Solutions

Improved Results

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Financial Advisor

Building a financial plan with an advisor makes all the difference in achieving your goals.

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Retirement Planning

Create steady streams of income in retirement by choosing options that are tailored to your needs.

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Fixed Income Solutions

Let us introduce you to the universe of income-generating financial tools and strategies.

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Wealth Management

Financial strategies that change as your life does, focusing on your goals to help grow your wealth.

Retirement Is David's Specialty

David discusses his insight into retirement and why he can help you achieve your retirement goals.

Relaxed & Friendly

Meet Our Team

Our team of professionals work together to provide exceptional customer service to all our clients. We know that not everyone’s financial situation is the same; therefore, we provide tailor-made, personalized financial portfolios designed for each client’s individual needs and goals.

Sign Up For Our Free Educational Video Series

Click here to preview a short, animated video about the dangers of becoming overconfident in the amount you’ve saved for retirement, and the importance of having the right investment strategy regardless of the size of your nest egg.