The average life expectancy has only been increasing, and retirees are growing worried of outliving their funds or being a burden on their children. Once we understand your goals, then, we will take a look at your retirement account statements. It’s simple: you bring us your goals and fears and we will share strategies and options that are available to help you accomplish your goals and crush your fears.

To learn more about retirement planning, give us a call at (330) 965-9555 and schedule a free financial consultation.

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today. In fact, most investors have no idea that there are actually four very different and unique types of annuities available to them. Instead, most people have been misled by both the media and certain financial personalities who misrepresent and lump all annuities together as if each one works exactly the same.

To learn more about annuities, give us a call at (330) 965-9555 and schedule a free financial consultation.

We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial security should you die prematurely and also accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.

To learn more about Life Insurance plans, give us a call at (330) 965-9555 and schedule a free financial consultation.

Medicare programs can be extremely beneficial for retirees who are trying to maximize their finances at this stage in their life. Learn how to qualify for Medicare and if this option is right for you. Medicare coverage can include care received as an inpatient in a hospital or skilled nursing facility, doctor visits, prescription drugs, and more. We work to provide insurance quotes that can provide you a deeper understanding of how Medicare works.

To learn more about Medicare coverage, give us a call at (330) 965-9555 and schedule a free financial consultation.