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Financial Planning

Our Philosophy

It's essential to have a plan, this is undeniable. The question is whether or not you'd like the help of someone who has developed over 1,000 successful plans over the past 18 years.

We offer two types of plans.

Milestone Financial Plan

A comprehensive plan for landmark occasions in life. These plans include everything you need for important moments like graduation from college, marriage, readying for retirement, starting a business, and more.

Full Financial Planning

Not only does full financial planning take into consideration your stage in life, but it also offers specialized services based on the needs of your profession and the service does not stop after the development of the plan. You have access to a long list of services which can be requested as needed throughout the year. Not only this, but you have access to specialized software to help track your goals, income, debts, savings, and retirement picture as you succeed financially.  

Find Your Path

Financial Planning Resources



Contact our Office

9:00am - 5:00pm EST

or contact us via email

Schedule a time to speak 

about your needs


Wherever you're Going, We can help get you there

Choose the date, time, and style of meeting. Whether that be a 15 minute phone call or an hour in our office 

- Or call (440) 871-3067

What You
Can Expect

  • Experience

  • Personalized Advice

  • Dedication

  • Education

  • Fiduciary Responsibility

  • Business Owner
    Asset Protection Business succession planning Executive bonus plans Key man insurance Buy sell agreements Business planning Investments Review Tax Analysis Legal Document Review Owner & Business synergy Liability Insurance Strategies Life Insurance Strategies Estate Planning Budget Review
  • Physician
    Discounts on Disability Insurance Tax analysis/planning Student loan debt strategy Employment contract review Budget review Investments review Asset protection Legal document review Trust review and counseling Estate planning Employee benefit review purchase of practive assistance Liability insurance strategies
  • Resident/Student Physician
    Discounted Disability Insurance Tax planning Student loan debt strategy Employment contract review Employee benefit review Life insurance strategies Liability Insurance strategies Asset protection Tax analysis Budget review Investments review Estate planning We have guided hundreds of residents and doctors and understand your unique challenges
  • Working Professional
    Asset protection Estate planning Liability Insurance Strategies Legal document review Tax analysis Budget review Investments review Emloyee benefit reviews Life Insurance strategies
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