Retirement/Income Planning



Your Retirement Is Our Priority! 

We have been providing consulting for those approaching their retirement years and who are concerned whether they will have sufficient income in their "golden years". We are also proud to provide financial strategies for those who are working toward retirement. 



In 2019 we will be adding more seminars to educate and keep you updated on changes for tax filing, social security, legal documents, and much more.

Check back for more information!



Specializing in Comprehensive Retirement Services: Retirement Income and Social Security Strategies, Estate Solutions, and Insurance Strategies.



We are dedicated to developing lasting relationships with our clients. We believe in helping you assess your financial goals, participate in the management of your finances and help keep you on track by consistent account reviews.

Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.


**Conveniently located in Berea, Ohio**