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>The Fed and How It Got That Way</p>

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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<p>Protection Against Uninsured Drivers</p>

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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