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What Makes Us Unparalleled

Think of it as the moat around your castle.

Most financial planners are obsessed with convincing clients to accumulate the largest castle of wealth possible. The May Group, however, recognizes that it’s more important to protect what you have before you “expand your castle.” Without that “moat” of protection surrounding it, it doesn’t matter how large your castle is—you’re always one legal or financial crisis away from losing it.

Here's a short video that explains our approach to custom client solutions:



The May Group offers a practical, common sense approach to secure its clients’ futures, foregoing the clichés and conventional wisdom of the product-focused financial planning business.

Our Clients Say...

"If you are in the financial position I thought I was in, then you probably think all your financial ducks are in order. Well, I certainly did. You should think again... The May Group went out of their way to help solve and resolve some unique retirement plan problems that, if continued, would have been devastating.
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- Adam C., D.O.
Ohio

Start your plan early!

Life Planning Perspective is the differentiator that sets us apart from the rest of the industry.