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Building a better Financial Future
401K & IRA Rollovers
Our professional agents will look at your life goals to determine which type of new IRA is in your best interests.
Advisory Services
Most of our services are Free, no charge.
New 401K plan Set-Up
Our agents and financial professionals can analyze your current plan to see if it is still
fitting your goals. We can also create new plans that satisfy your future needs.
Annuities
We represent most of the major companies in the USA. Fixed MYGAs, Indexed Annuities, Roth and also Single Premium Immediate Annuities.
We also work with Medicaid Friendly plans.
Sales and Marketing
Our approach is not a sales approach, but an Educational Approach. Because we are Independent and represent so many companies, the process is to find out your needs and help you create the financial future you desire.
Customer Experience
As a client the goal is to provide our professional services to give you the tools and guidance that you deserve. We are your Local North-East Ohio specialists to your retirement.