Insurance & Financial Services
𝐌𝐄𝐌𝐁𝐄𝐑 𝐒𝐏𝐎𝐓𝐋𝐈𝐆𝐇𝐓: At Streamline Insurance and Streamline Financial Strategies, our mission is to guide clients toward a secure and confident retirement while offering a comprehensive suite of insurance and wealth management services tailored to protect and grow what matters most. Based in Ada, Ohio, we provide personalized solutions for clients at every stage of life, from young professionals to retirees.
Our Services
We offer a wide range of services to meet your insurance and financial needs:
Life Insurance: Protect your loved ones with customized coverage plans.
Medicare: Navigate Medicare options with expert guidance.
Home and Auto Insurance: Safeguard your property and vehicles.
Farm and Commercial Insurance: Specialized coverage for agricultural and business needs.
Social Security Enrollment Assistance: Maximize your benefits with strategic planning.
Tax Preparation: Simplify your taxes with professional support.
Wealth Management (Streamline Financial Strategies): Build and manage your wealth with personalized investment strategies and financial planning.
Using our advanced software and deep expertise, we craft plans to help you secure your financial future at no cost to our clients.
Our Approach
For retirees, we provide a detailed analysis of Social Security and Medicare benefits, ensuring your retirement income supports a standard of living equal to or better than your working years. For younger clients, we design strategies to maximize safe, long-term savings and wealth accumulation through Streamline Financial Strategies. Every plan is customized with care to meet your unique goals.
Meet Our Agents
Amanda Morrison: 567.674.5705
Brynn Thompson: 567.208.1613
Sarah DeGroff: 419.721.3846