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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Sustain financial well-being or create wealth through these actions.
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding how a stock works is key to understanding your investments.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A good professional provides important guidance and insight through the years.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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.
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?