Cleveland Office

1 Bratenahl Place

Suite 1301

Cleveland, OH 44108

Florida Office

1116 NE 16 Court

Fort Lauderdale, FL 33305


Our Firm

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service to fit all your needs. We don't just want to guide you, we want to fully educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. That's why we focus on money management, as well as other issues that are critical to your financial well being.

Disability Income Insurance

Life can take some unexpected turns, especially when on the job. Keep your livelihood intact with our expert disability income insurance advice and customized solutions.

Life Insurance

It's never too late to ensure your family has their needs met when you're not there. Protect what matters most to you with our top notch insurance policies and guidance.

Long Term Care Insurance

Paying out of pocket for long term care can cost you thousands. Planning ahead is crucial and having an experienced team guiding you can be the difference between enjoying or suffering through your retirement.

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you. | (216) 798-4776