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.

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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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<p>Disability and Your Finances</p>

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

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