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The Savage Blog

John Metzger and Kyle Schimming Earn Accreditations

John and Kyle Photo

Savage is proud to announce that Investment Advisor Representatives John Metzger and Kyle Schimming have received the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies®.

The AIF® designation certifies that recipients have obtained expert knowledge about fiduciary care standards—and how to apply those standards in their investment management practices. Earning the AIF professional certification involves participating in a rigorous training program, passing a comprehensive exam, satisfying minimum experience requirements, and agreeing to abide by the Center’s code-of-ethics and conduct standards.

“Achieving the AIF designation demonstrates how dedicated John and Kyle are to their professions and their clients,” says Russ Karban, Savage’s Managing Executive. “Their commitment—at such young ages—to the fiduciary standard of always doing what’s in a client’s best interest is impressive.”

Having joined Savage in 2016, John Metzger helps individuals and families with their insurance protection, investments, and retirement plans.

Kyle Schimming joined Savage in 2015. He focuses on retirement planning for businesses and individuals, and he works with local employers to establish retirement plans for their employees.

John Metzger

John Metzger

Headshot Photo of Kyle Schimming

Kyle Schimming

What the CFP® Credentials Mean to You

Advisors with CFP credentials

Working with the right investment advisor representative can be critical to accomplishing your overall financial goals. Finding a financial planner with training and competency is essential; so, too, is identifying someone with the demonstrated ability to apply that knowledge to real-life financial planning situations.

Administered by the CFP Board, the CFP® certification process helps the public discern financial planners who have met rigorous professional standards. No wonder the requirements to use the Certified Financial PlannerTM and CFP® designations require so much hard work.

Certification involves a two-part education requirement. First, advisors must complete college-level financial planning coursework approved by the CFP Board. Second, certified planners must also possess a bachelor’s degree or higher from an accredited college or university.

After meeting the education requirements, advisors are eligible to take the CFP® Certification Examination. The comprehensive six-hour exam assesses a financial planner’s ability to apply coursework to on-the-job situations.

Because CFP® credentials indicate an advisor’s ability to provide financial planning services, certification requires up to 6,000 hours of professional financial-planning-related experience. Advisors may acquire the necessary experience through various roles, activities, and professional settings.

Finally, CFP® professionals must agree to adhere to high ethical and professional standards—and to provide personal financial planning in each client’s best interest.

Finding the right financial planner can be difficult. CFP® credentials can be a good indication of a planner’s commitment to high professional standards and ethical behavior.

Savage associates who have pursued and earned CFP® certification are Dan Finkel, John Campbell, Russ Karban, and Curtis Frisch. You can learn more about each by clicking on his photo below.

Headshot Photo of Dan Finkel

Dan Finkel

Headshot Photo of John Campbell

John Campbell

Headshot Photo of Russ Karban

Russ Karban

Curtis Frisch

Curtis Frisch

Farmers Market Comes to Savage

Savage Farmers Market

When Liz Harmon read an article describing the growing popularity of hosting Farmers Markets at work, she thought her coworkers would love the idea. Liz, Savage’s Practice Development and Recruitment Coordinator, also saw a connection to the company’s longtime commitment to encouraging healthful habits.

“As a company, we try hard to focus on work-life balance and employee wellness, and we had done so long before it became in vogue,” says Liz. “So the idea for a weekly fruit and vegetable stand on the Savage campus was well-received by management.”

For more than 40 years, Savage has made fresh fruit available to associates each workday. Providing easy access to fresh local produce at our office entryway is an extension to that employee benefit.

Supporting our local communities is one of Savage’s core values, so we made certain to partner with a produce vendor with strong area ties.

“So far, it’s been popular with our employees,” reports Liz. “Everyone has been excited to take a quick break and soak up some sunshine while checking out the delicious options available each week.”

The Farmers Market takes place every Thursday afternoon from 3:00-5:00 p.m. in the Savage parking lot throughout the growing season.

Savage Golf Classic Scores Big

Golfers at Savage Golf Classic 2019

Shhh. Don’t tell Mother Nature, but the pesky rain took a break while we held the 16th Annual Savage Foundation Golf Classic. The popular charity event took place June 17 at Stone Oak Country Club. Three dozen foursomes participated in an exciting day of golf, fun, and community.

This year’s outing raised more than $80,000 for local charities. We distributed half of the proceeds at a reception following the golf, including $12,500 donations to both Racing for Recovery and SeaGate Food Bank. Remaining funds will help support other nonprofits throughout the year.

Since its inception in 2003, the Savage Foundation has raised more than $1.2 million for northwest Ohio charities. We couldn’t do it without the hundreds of friends and supporters who take part in the tournament each year. Thank you to everyone who attended; we appreciate all you do to support our charities.

We Did It: The 2019 Savage 5k Run-Walk Celebration

Photo of Savage 5k participants

Savage & Associates employees, along with their families and friends, laced up their running shoes and represented our company in the inaugural Savage 5k on April 27. Part of Mercy Health Glass City Marathon weekend, the Savage-sponsored 5k drew nearly 1,500 participants who ran and walked a 3.1-mile course winding throughout the University of Toledo campus.

Congratulations to all runners and walkers. Finishers received a medal, a commemorative glass mug, and plenty of post-race food and refreshments.

Our own Sean Savage ran the course in 18 minutes and 47 seconds, finishing ninth place overall. Complete race results are available on the Mercy Glass City Marathon website.

In addition to race participants, Savage colleagues served as volunteers at the event throughout Marathon weekend, working at a water stop along the course and staffing our booth at the expo on Friday and Saturday.

The Savage is the area’s premier spring 5k. We look forward to next year’s event on Saturday, April 25, 2020.

Savage and Associates Among Area’s 2019 Top Workplaces

Top Work Places 2019 Logo

For the third consecutive year, The Blade has ranked Savage and Associates among the Top Workplaces in the Toledo region. In 2019, The Blade recognized 45 companies and organizations for the annual honor based on feedback collected from thousands of area employees.

Toledo area public, private, nonprofit, and government organizations that employ 35 or more people are eligible to take part in the Top Workplaces contest. Savage has been recognized in each year it has participated.

“For decades, the employees and the advisors of Savage have known that it’s a great place to work,” says Elizabeth Harmon, the company’s practice development and recruitment director. “Getting this recognition means that the rest of the community knows, too.”

As in past years, The Blade partnered with Energage Media Partnerships to conduct the workplace poll. Workers for nominated employers were invited to complete a 24-question survey about their companies.

“Top Workplaces rewards employers that work hard to build a healthy workplace culture,” says Energage’s director Bob Helbig. “It’s good for morale, and it’s good for business.”

Learn more about what being one of Toledo’s Top Workplaces means to us by watching this video.

Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client—or a prospective client—will experience a higher level of performance or results. The rankings mentioned on this web page should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client evaluation.

Savage Advisor CTA

Savage 5K — Run, Walk, Celebrate

Savage 5K Medal

Savage and Associates is proud to sponsor the Savage 5K on Saturday, April 27, 2019, at 9:00 a.m. The event, part of the Mercy Health Glass City Marathon weekend, is open to runners and walkers of all ages and abilities.

Starting and ending on the University of Toledo campus, Savage 5K participants pass such UT landmarks as the Glass Bowl, Student Recreation Center, and Greek Village before crossing the finish line inside the Glass Bowl stadium.

Finishers receive a medal and a commemorative glass mug, and enjoy a post-race party featuring hot food, cold beer, refreshments, massages, and more.

Registration fee is $35 ($40 after March 31). An optional T-shirt is available for $7. Race proceeds help support area nonprofit organizations.

To register for the Savage 5K, click here.

Wellness CTA

Healthcare Questions? We Have the Answers

Open enrollment for the Affordable Care Act is right around the corner. Savage and Associates advisors can answer your healthcare questions.

When

Open Enrollment for 2019 coverage runs between November 1, 2018 and December 15, 2018. You must apply by December 15 to ensure an effective date of January 1, 2019.

How We Can Help

A Savage & Associates advisor can help choose the plan that works best for you and your unique set of financial circumstances.

“While it may be tempting to choose the lowest priced plan, it’s important to consider if you can afford the deductible that comes with it,” says Savage & Associates advisor Dan Finkel.

Before you make a decision, speak with a Savage & Associates Advisor. We will work with you to ensure that you and your family have a plan that makes sense for you.

Talk to a Savage & Associates Advisor today and get covered.

Savage & Associates Among Top Workplaces in 2018

Named #1 Midsize Employer in Northwest Ohio

For the second year in a row, The Blade has ranked Savage & Associates among the Top Workplaces in the Toledo region. And this year, Savage topped the list of midsize companies—those employing 75-299 people. The honors are part of The Blade’s annual Top Workplace survey, which collects feedback from thousands of area employees.

This is the fifth year The Blade has partnered with Energage—a Philadelphia-based employee research and consulting firm—to conduct the workplace survey. Seventy-two Toledo-area companies participated in the competition, each having a requisite 35 or more employees. In all, more than 7,400 respondents scored their employers on factors ranging from leadership to employee engagement.

Savage & Associates has participated in the survey twice, making the Top Workplaces list both times.

“It really is about the culture,” explains J.R. Toland, the company’s president and CEO. “It’s a very positive and supportive work environment.”

In their anonymous survey comments, Savage & Associates employees conveyed similar beliefs about the firm’s culture. Respondents expressed appreciation for leaders who make them feel cared for and valued, and who genuinely model Savage’s vision and values.

“Savage is just different,” says Marianne Peters, director of people and performance. “John Savage, who founded the company with his brother Bob, affected people here in such a positive manner. Twenty-five years after John’s passing, I think everyone wants to keep that culture going for him.”

Preserving John Savage’s legacy culture while also inspiring young employees who never met him presents a bit of a challenge. But throughout the years, says Toland, Savage has never deviated from its basic business philosophy.

“It’s all about relationships and caring about people. That constant will always be there.”

Robert & Susan Savage Receive Outstanding Philanthropist Award

Few individuals impact philanthropic efforts in Northwest Ohio as greatly as Robert and Susan Savage, who work tirelessly to make our community a better place.

In recognition of their generosity, Bob and Sue Savage are 2017 recipients of the Outstanding Philanthropists Award presented by the Northwest Ohio Chapter of the Association of Fundraising Professionals (AFP).

Bob and Sue contribute their time and treasure to countless area organizations, including the University of Toledo, Imagination Station, Toledo Lucas County Public Library, and Toledo-area Christ Child Society—just to name a few.

Bob and Sue will be recognized at AFP’s 30th Annual National Philanthropy Day luncheon on November 9. The event will be held from 11 a.m. to 1:30 p.m. at Premier Banquet Hall in Toledo.

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