CONNECT

Address:

30675 Solon Rd., Suite 202
Solon, OH

Phone:

216-285-1970

Fax/Other:

216-285-1959

 

Benefits

We can guide you in putting together group voluntary benefits, such as life or disability insurance, for your business.

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Business Succession Plans

Far too many small businesses do not have a viable plan in case a partner or key employee is no longer with the business through death or disability. Use our expertise to help you build a plan.

Business Succession Plans
 

 

Corporate Investment

In todays low rate environment, are you making next to nothing in your business money market account? We can help to put that money to work for your benefit.

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Retirement Plans

We specialize in small business 401(k) plans and other retirement vehicles for individual proprietors. Let's talk about where we can help to create a retirement plan for your business or make your current one more efficient.

Retirement Plans

 

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