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30285 Bruce Industrial Parkway
Suite A
Solon, OH 44139

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Michael Babbin

(440) 287-5020

 
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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.

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Our Team

We enjoy building trusted relationships that span generations.

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Helpful Content

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Average American Budget

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?

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