May Financial Group, Inc.

937.548.5035 terry.may@cfdinvestments.com

At May Financial Group, we believe financial planning should bring peace of mind—not added stress. Our mission is simple: to guide successful professionals and families with clear, personalized roadmaps that help them reduce worry and feel confident about their future.

We know that everyone approaches money differently. That’s why we adapt our meetings to fit your needs—whether you prefer to connect virtually or in person, in short focused sessions or longer deep dives. Our environment is always private, judgment-free, and supportive, giving you the freedom to ask questions and make decisions at your own pace.

From your first investment to retirement and beyond, we’ll be right there beside you. Because when it comes to your financial journey, you don’t have to walk alone.