Making sure your golden years are golden.

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Our Story

Founded in 1999 by Todd Ewald at the dawn of the Baby Boomer Retirement Revolution, Ewald Financial Services quickly carved out our niche as your one stop Senior Market Specialists.

Our principle focus is guiding our clients through difficult end of work life questions such as: Can I afford Individual Health Insurance? How can I replace my employer provided Life Insurance? What should I do with my 401k when I retire? How can I pass on tax-free wealth to my children and grandchildren?

We look forward to helping you plan for the future!

 

Health Insurance and Medicare

  • Short-Term Plans
  • On-Exchange Health Plans
  • Off- Exchange Health Plans
  • Traditional Plans
  • Dental/ Vision/ Hearing plans

Retirement Planning

  • COMRA
  • 401K Rollovers
  • Traditional, ROTH or SEP IRA’s
  • Fixed Interest Accounts
  • Funeral Expense Trusts

Life Insurance

  • Term Insurance -Long Term Care
  • Whole Life
  • Whole Life
  • Estate Trusts
  • Funeral Expense Trusts
  • Generational Vault

Current Rates

  • 1 year- 4.75%
  • 2 year- 5.00%
  • 3 year- 5.25%
  • 4 year- 4.95%
  • 5 year- 5.45%
  • 6 year- 5.20%
  • 7 year- 5.40%

    (as of 11/1/2024)

Map & Hours

Ewald Financial Services

Address
316 Glynwood Rd.
Wapakoneta, OH 45895

Map Link

Hours
Monday-Thursday
9-5
Friday
9-3
After Hours & Saturday
Appointments Available

We are licensed to sell health insurance through the marketplace in the following states:
Alabama, Indiana, Michigan, Ohio, Pennsylvania, South Carolina, Tennessee, Texas