CONNECT

Address:

36765 Detroit Road
Avon, OH 44011

Phone:

,Michael: 216-470-2728, Allison: 440-503-1896

SCOPE OF SERVICES

We Will Provide You With the Most Competitive Investment Products and Platforms in the Industry

WEALTH MANAGEMENT FOR PHYSICIANS & THEIR FAMILIES

  • Actively managed mutual fund & ETF portfolios
  • Indexing strategies
  • Tax efficient investing
  • Retirement planning
  • Rollover IRAs
  • Roth IRAs
  • Tax sheltered annuities
  • Income annuities
  • Estate planning
  • College planning
  • 529 plans

INSURANCE PROTECTION FOR PHYSICIANS & THEIR FAMILIES

  • Specialty specific disability insurance
  • Term life insurance
  • Permanent life insurance
  • Whole life insurance
  • Universal life insurance
  • Variable Universal life insurance


WEALTH MANAGEMENT FOR PRIVATE PRACTICES

  • 401k
  • SEP IRA
  • SIMPLE plans
  • Profit sharing plans
  • Defined benefit plans
  • Defined contribution plans
  • Deferred Compensation plans

INSURANCE PROTECTION FOR BUSINESS

  • Buy-Sell agreements (Cash benefit in event of owner(s)' death or disability)
  • Keyman insurance (Cash benefit in event of key employee death or disability)
  • Restricted property trusts (High income deductible tax shelter for business owner(s))
  • Overhead expense insurance (Cash benefit to cover operating expenses in event of disability of owner)

View Our Calendar: Schedule a Consultation Today!

 

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