Broker Check

Two Summit Park Drive, Suite 350 • Independence, OH 44131

Phone (216) 642-9211

Grow Your Assets

When asked "tell me some of your financial goals", the answer we most often receive is "I want to make more money." We educate our clients on ways and means to achieve this goal. We do not stop at implementing freedom strategies. Our actions speak louder than words. We help you to:

  • Plan for your secured retirement income
  • Reduce your personal & business taxes
  • Protect your assets
  • Minimize estate taxes
  • Plan for charitable giving
  • Create a plan for multi-generational wealth transfer