Solon Office
440.248.5625
Medina Office
234.217.0318

Life’s great balancing act.

Feel empowered to reach your financial dreams and live your best life.

We can help you get there.

LET US HELP YOU THROUGH THE PROCESS

Our mission is to help you achieve financial independence. To this end, we employ three core elements in every client’s plan.

BALANCE

The financial planning process starts with finding your ideal balance between current spending and saving for future goals.

DIVERSIFICATION

Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket.

SIGNIFICANCE

We can help you clarify your financial goals in light of what is important to you. What in your life is most significant to you?

WHAT WE CAN DO TO GET YOU THERE


We know that planning your finances for the future isn’t always easy. If you’re asking yourself any of these questions, we’ll be
here to help you every step of the way.

Financial Planning

Are your financial goals on the right path to success?

LEARN MORE

Investment Planning

Are you taking advantage of the best-suited college funding opportunities for you?

LEARN MORE

Retirement Planning

Is your nest egg growing enough to prepare you for retirement?

LEARN MORE

Saving for College

Do you have the proper selection of investments to hit your goals?

LEARN MORE

Tax Planning

Has there been a lot of changes to your finances this year? We can help!

LEARN MORE

Estate Planning

Have you designated all your beneficiaries for all your assets?

LEARN MORE

Risk Planning

Do you have a protection plan in place in the event of long term care, lawsuits, death, etc?

LEARN MORE

Discover More

Learn more about our services and what we can do together.

LEARN MORE

“The future is in your hands. You just have to plant the right seeds.”

– Master Choa Kok Sui

LET’S WORK TOGETHER ON THIS

 

Give us a call at our Solon or Medina Office to setup a complimentary initial consultation.

WHAT SHOULD I BRING TO MY FIRST APPOINTMENT?

We understand that it can be a little intimidating, but we want to take the
worry out of the equation and help make things easy for you.

This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.