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Home Services & Fees About Insights Get Started

Let's Connect

Let's see if we're a fit

A few questions help us prepare for our conversation. We'll get back to you within one business day.

Intake Questionnaire

Help us determine if we are a good fit before scheduling a conversation.

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About You

Tell us who you are and how to reach you.

Your Name(Required)

First Last

Email Address(Required)

Phone Number(Required)

City & State(Required)

We serve clients primarily in Ohio and Indiana, but work virtually with clients throughout the U.S.

Your Situation

What is your current retirement status?(Required)

Already retired

Within 2 years of retirement

3–5 years from retirement

More than 5 years from retirement

What is your age range?(Required)

Under 50

50–54

55–64

65–74

75 or older

Approximate investable assets(Required)

Less than $500,000

$500,000 – $1 million

$1 million – $2 million

$2 million – $5 million

More than $5 million

Investable assets include retirement accounts, brokerage accounts, and cash — not your primary residence.

Are you married?(Required)

Married

Single

Widowed

Divorced

What You Are Looking For

Which services are you most interested in? (Select all that apply)(Required)

Retirement income planning

Tax planning & Roth conversions

Biblically Responsible Investing

Charitable giving planning

Estate planning coordination

Social Security optimization

Comprehensive financial planning

How important is it that your investments align with biblical values?(Required)

Essential — it is a primary reason I am reaching out

Very important

Somewhat important

Not a major factor for me

Tell us about your situation(Required)

What prompted you to reach out today? What are your biggest financial concerns or goals?

Do you currently work with a financial advisor?(Required)

Yes

No

Previously, but not currently

How did you hear about Demland Wealth?

How this works

1

Tell us about you

Answer a short questionnaire so we can prepare.

2

Discovery call

30-minute call to see if we are a mutual fit.

3

Strategy session

We dig into the details of your situation.

4

Engagement

You become a client and the work begins.

Prefer to reach out directly?

Email or call works too — we'll respond within one business day.

Call

Email

info@demlandwealth.com

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Email Address

Home Services & Fees About Insights Get Started

419.990.7526 | info@demlandwealth.com

1125 Ralston Ave, Defiance, OH 43512

Investment advisory services offered through Demland Wealth LLC, a state-registered investment advisor in Ohio and Indiana. Registration does not imply a certain level of skill or training. Demland Wealth does not sell insurance products. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Demland Wealth in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Demland Wealth, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Converting from a traditional IRA to a Roth IRA is a taxable event. For detailed information about our services, fees, potential conflicts of interest, and business practices, please review our Form ADV Part 2A brochure.

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