Welcome

We are a Retirement and Estate Planning firm for individuals and small businesses.
Serving our Clientèle since 1989.


440-946-1035

Contact Us Why select us?

  • Individuals - IRA's | Fixed Annuities | Retirement and Pension Plan Rollovers

  • Trust Accounts - Estates | Inherited or Awarded Assests

  • Small Businesses - Profit or Non-Profit Organizations

  • Retirement and Pension Planning for Individuals and Small Businesses

Indivduals

IRA's
Annuities - Fact or Fiction
Multi-Year Guaranteed Fixed Annuities
• Guaranteed Period Options (2 - 10 Years)
Tax Deferred Growth
• Guaranteed
May Avoid Probate
Lifetime Income
• Penalty Free Withdrawals
• Optional Interest Only Payments
Differences - CD's and Tax Deferred Annuities

Trust Accounts

• Estate Planning Strategies

Trust Accounts can produce beneficial results in estate planning. In many cases, a Trust can add significantly to the financial security you provide for your family, and estate.
A trust avoids probate!

Small Businesses

• Retirement and Pension Plans
   • Income source for your retirement
• Plan Design
• Administration
• Investments
SEP (Simplified Employee Pension)
Simple

Please ask yourself this!
Is your plan designed for you and your company needs? Are you receiving the maximum benefit from your annual plan contributions? Is your business protected by a BuySell Agreement?

• Insurance for Business Owners
   • Key Person
   • Buy - Sell Agreements
   • Executives Bonus Plans

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