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Our Clients

Personalized Experience 

We serve a wide range of clients – individuals, families and business owners, giving them CONFIDENCE and CLARITY about their financial future.

As you might expect, given our locations in Ohio and Florida, we serve a lot of baby boomers facing retirement. These are down-to-earth, hardworking people.

Many of them in Ohio have worked 30 or more years making cars at the Honda plant, or they’ve devoted themselves to another blue-collar job. In Florida, the story is very similar. Our clients have worked hard for their money and to achieve some security in life – and they don’t want to lose it in retirement.

We also serve young families and working professionals with a strong desire to accumulate wealth and protect their loved ones.

Because we’re a family business with a strong family atmosphere, we like to think of our clients as being a part of our extended family. So we take great care to get to know all of our clients and to provide custom plans tailored to each individual’s needs and goals.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

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