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Phone: 440-946-1035
Fax: 440-946-0910 
Home Company Information Your Needs What clients say about us About Us Contact us Why work with us?

We are a retirement and pension planning firm for individuals and small businesses. We are located in Willoughby, Ohio. We have been in existence since 1989.

  Multi-Year Guarantee Fixed Annuities (CD- Type Annuities)
  Traditional, Roth & Inherited IRAs
  Retirement and Pension Plan Rollovers

Trust Accounts:

Inherited or Awarded Assets  
Small Businesses:

Whether that business be for-profit or not-for-profit. i.e. 501(C3) organization. Our area of specialty and target niche market is micro-sized small business of one, not to be exceed fifty employees, whether there is an existing Retirement Plan in place or not.

35000 Kaiser Court, Suite 209
Willoughby, Ohio 44094
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