THE OFFICE OF
Nick & Megan Rightnowar
Your trusted financial partners.
Contact Us
We’re here to answer your questions.
About
In addition to their work endeavors, Nick and Megan find joy in their roles as parents to their daughter, Lo, who jokingly holds the title of “CE-Lo” of the practice.
Nick
Education
A lifelong Toledo native, Nick is a proud 2011 graduate of Toledo Christian Schools, as well as a 2015 graduate of the University of Toledo where he received his Bachelor’s degree in Finance.
Registrations
Securities Registered in CA, FL, IL, IN, MI, MO, OH, OK, VA, WI
Securities Registration Series 7 and 66
Megan
Education
Megan graduated from Notre Dame Academy in 2011 and received a Bachelor’s degree in Economics from Miami University in 2015.
Registrations
Securities Registered in AL, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MN, MO, NC, NH, NV, OH, OK, PA, SC, TN, TX, VA, WA
Securities Registration Series 7 and 66
Team Rightnowar (pictured left to right: Monica Thomas, Katherine Zolciak, Nick Rightnowar, and Megan Rightnowar).
Building the Practice and Core Principles
Like many before them, Nick and Megan have built their practice on the principles instilled by John F. Savage, the founder of Savage & Associates and Megan’s grandfather. John’s quote, “To be successful you must serve – not be served,” is a principle Nick and Megan strive to emulate personally and professionally. Their client-focused approach centers around collaboration and transparency, and they firmly believe in delivering high-quality, personalized service to meet their clients’ needs.
A Dedicated Team Approach
Nick and Megan receive support from a talented team of administrative professionals who specialize in various areas of their practice. That dedicated group plays a crucial role in ensuring the smooth operations and exceptional service that clients have come to expect. Each team member brings unique skills and expertise, enhancing the practice’s service capacity. Together, they work diligently to provide comprehensive support to clients and assist in delivering tailored financial plans.
Our Service Offerings
Professional Wealth Management
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Objective Advice
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Client Centered
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Results Driven
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Fee-Based Service
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Personal Insurance Review
Employee Benefits Consulting
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Employer Sponsored Health
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Ancillary Coverages
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Employer Sponsored Retirement Plans
Financial Planning Process
We’ll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.
We’ll develop a written plan or proposal that will be presented to you, outlining recommended income, strategies, and benchmarks we’ll measure.
We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.
We’ll regularly review the progress of your plan against benchmarks and changes in your life, then make adjustments as needed.
Professional Network
A list of external partners with whom we frequently work.
ACCOUNTING SERVICES
Michael D. Urbanski, CPA
Titus & Urbanski
Email: [email protected]
Phone: 419-866-6000 Ext. 112
Website: Certified Public Accountants | Titus & Urbanski Inc. (toledocpa.com)
RESIDENTIAL MORTGAGE
Ron Rightnowar
Fifth Third Bank
Email: [email protected]
Phone: 419-705-5559
Website: Ronald Rightnowar | Mortgage Loan Originator | Fifth Third Bank (53.com)
Logan Proch
Savage Mortgage Services
Email: [email protected]
Phone: 419-360-0754
Website: Logan Proch – Savage Mortgage Services, Ltd
ESTATE PLANNING & TRUST
Chad D. Huber J.D.
Eastman & Smith
Email: [email protected]
Phone: 419-247-1755
Website: Chad D. Huber Estate Planning Attorney (eastmansmith.com)
