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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.

Services

We create strategies tailored to your goals

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Information

We provide important information about finance to our customers.

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Our Team

We enjoy building trusted relationships that span generations.

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Helpful Content

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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