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.
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?
There are three things to consider before dipping into retirement savings to pay for college.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How literate are you when it comes to your finances? Brush up with these five basics.
How long does a $20 bill last?
Marriage changes everything, including your insurance needs.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
For women, retirement strategy is a long race. It’s helpful to know the route.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about cyber liability insurance in this entertaining video.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know how to set up your financial goals for success? This knight does.