Broker Check

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

We recognize that you are unique and have important questions. We strive to provide enough opportunities in a variety of settings so that you will feel comfortable asking the questions that you need answered. We sponsor educational seminars online, in libraries, and at community centers throughout Northeast Ohio. We meet with you at our offices or in your home to assess your specific needs. As brokers with experience in a broad range of financial fields, we can provide you guidance with Medicare and Social Security Strategies, Wealth Management and Financial Planning, Life and Health Insurance, as well as Home and Auto coverage.

Our desire is to become a lifelong resource for your ongoing financial decisions and partner with you to navigate whatever changes life sends your way.

Suggested Content

<p>What's New for Social Security?</p>

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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<p>Strategies For Managing Student Loan Debt</p>

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.
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<p>Annuity Comparison</p>

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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