May Financial Group, Inc.

May Financial Group, Inc. Financial guidance for overwhelmed minds. At May Financial Group, we believe in serving others. This applies not only to business, but our lifestyles as a whole.

The best way to help yourself, is by helping out your community as a whole. This means that when it comes to our clients, we make sure to always do what's in their best interests. Being part of an independent Broker/Dealer has its perks. We are truly able to show our clients what we believe is best for them, instead of what the back office is currently pushing for us to recommend. Being independen

t, we are able to recommend a variety of different products and services including a multitude of mutual fund provers and life insurance companies. We are able to offer products like individual stocks, 401ks, IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, traditional trading accounts, actively managed accounts, and custodial accounts for minors. If all of those products sound overwhelming, don't worry. That's where we come in. We not only try to serve our clients by helping them pick which product or company is best for them, we also educate in the process. This means you're not only investing your money, you're understanding why. We feel educating our clients as to the why really helps everyone stick to the plan we have in place. There is not a fee to come and meet with us. We want to truly help people with their financial goals and charging for an initial meeting would hurt those goals. People come to use for a variety of different reasons and everyone has a slightly different goal. The goals we hear from our clients include things like retirement and retiring comfortably, giving more money to charity, paying off debt, saving for their child's education, creating a vacation fund, making sure they have enough life insurance for their loved ones, making sure they have enough life insurance for their business partners, and much much more. We will even review investment accounts you have at other firms and give suggestions. Sometimes, people just want to hire us as their advisor and keep their investments somewhere else. We are flexible and will work a variety of different ways for our clients. One of the ways we work for our clients if our variety of referral sources. Many times in the financial planning process, needs will arise for things like estate planning, tax planning, or even and increase in your home insurance. We have a deep network of trusted and local individuals that we work with that can help complete your financial plan. Our associates and licensed in multiple states including Ohio, Indiana, Tennessee, Texas, Illinois, Florida, Rhode Island, Colorado, and many more! Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments, Inc. a Registered Broker/Dealer. Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765-453-9600
May Financial Group, Inc. is not owned or controlled by the CFD Companies

When was the last time you updated your will?
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Valuation is important for business succession, estate taxes and even qualifying for a loan.
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From your very first investment to building long-term strategies and eventually drawing from your retirement savings, we walk alongside you at every stage. Our role is to simplify the complex, offer clear guidance, and provide the confidence that you’re never navigating your financial future alone.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
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When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

08/25/2026

The market has been good lately.

That’s great.

But for overwhelmed minds, maybe the goal isn’t just watching the number get bigger.

Maybe it’s using those gains to build options.

Retire earlier.
Work fewer hours.
Change careers.
Say no to the job that’s eating you alive.
Or simply know that someday, work becomes optional instead of mandatory.

A good market can grow your money.

A good plan can turn that money into freedom.

You don’t have to walk alone.

Call now to connect with business.

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08/24/2026

Business owners should consider a succession plan sooner rather than later.

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Address

425 Memorial Drive
Greenville, OH
45331

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19375485035

Website

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