Brickler Investment Services, Inc.

7031 Corporate Way, Suite 100
Centerville, OH 45459

Phone:

(937) 439-1232

Fax:

(937) 347-3560

E-mail:

shawn@brickler.com

A Foundation for Your Investment Future

Brickler Investment Services reception area with armchairs.

We consider ourselves a resource for investment ideas and income solutions. We seek a relationship where mutual respect and a desire to grow net worth are shared. A comfortable place you can relax and ask questions, never forgetting that it's your money we're talking about.

Call Kelly to schedule a "30 Minute Introductory Visit."

Find out how we support people who want "Investment Choices"

937-439-1232

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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