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Financial Planning

We provide fee based financial planning services for individuals who are looking to identify needs, understand risks, preserve wealth, and generate growth.  A comprehensive Financial Plan includes an in depth look at how your resources can help you achieve your goals.  A detailed plan is a necessary tool for prioritizing your goals for retirement income, education funding, debt management, tax efficiency, charitable giving, estate planning, and legacy.

We will work with you to provide several “what if” scenarios, so that you can make educated decisions about your savings, risk tolerance, investments, insurance coverages, and inflation expectations.  Each financial plan is tailored to your individual situation, includes advice that is meaningful and straight-forward, and will have several actions that you can take to begin working toward your financial goals.

Our Services

  • Financial Planning
  • Wealth Management
  • Medicare
  • Seminars
  • Health & Life Insurance
  • Home & Auto

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 440.991.9991
Fax: 440.576.0453

Email: info@pelorusfinancial.com

45 East Satin St., Jefferson, Ohio 44047

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.               

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