Cleveland Office

1 Bratenahl Place

Suite 1301

Cleveland, OH 44108

Florida Office

1116 NE 16 Court

Fort Lauderdale, FL 33305

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Planning Futures

For more than past 40 years,  I"ve helped create programs and portfolios to meet long-term financial goals and I want to make sure that those who've done successful retirement planning are able to protect their assets from unexpected and expensive costs of long term care.

Why Us?

We offer our comprehensive experience in retirement and investment planning to help you optimize your future financial plans to insure your future financial wellness.  Call us today and start planning your future.  216-798-4776.