Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search this website, feel free to send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
If you have an immediate need or desire a complimentary review, please call (440) 287-5020 to schedule a meeting.
Helpful Content
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Rightsizing for Retirement
What does your home really cost?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?