CONNECT

Address:

30675 Solon Rd., Suite 202
Solon, OH

Phone:

216-285-1970

Fax/Other:

216-285-1959

 

College Funding Strategies

It's never too early – or too late – to start saving for college. We can assist in planning and investing for the costs of higher education through a variety of 529 plans.

Photo of College Graduate

 

Estate Planning

Estate planning can be a complex topic. We will work closely with your estate attorney and CPA to ensure that your assets are protected and maximized.

Estate Planning Image
 

 

Insurance

As part of your overall financial plan, we will examine your life insurance needs to protect those you care about most. We are also licensed in the areas of disability and long term care insurance.

Photo of College Graduate

 

Investment Strategies

Stocks, bonds, corporates, Treasurys, active or passive management, index funds, domestic or emerging markets, alternative investments – the investment landscape in today's world can be overwhelming. Use our experience and expertise to help guide you in making a plan to solidify your financial present and future.

Investment Strategies

 

Retirement Planning

We will work with you to understand your financial goals and help to chart a plan to successfully retire. We commit to regular reviews with you to ensure that you are on track.

Photo of College Graduate
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck