Empowering Women

 

widower_survivor_packet
empowering_women
women_investing

 

Retirement Planning

 

beneficiary_review
writing_your_retirement
stretch_ira

 

retirement_analysis
fixed_index_annuities
legacy_planning

 

Social Security Maximization

 

social_security_max
social_security_plan
social_security_rollover

 

Income Planning

 

income_planning
income_planning
facts_of_life

 

roth_ira_conversion
market_rollercoaster
stretch_ira

 


senior_market_advisor ohio_financial_leaders

 

Resources


Women & Investing

Women – Taking Control of Your Financial Life

Why the Right Annuities Are Good Investments for Seniors

Who is Adding Tax Deferral to Their Portfolio

What Experienced Investors Have Learned

What Every Person Should do Before & After the Death of a Spouse

Understanding IRA RMDs

What are You Leaving Your Children – A Legacy or a Tax Bill

Retirement Planning – Do This, Not That

Steps to Making Your Retirement Last

Retirement Myths & Realities

Rethinking Retirement

Resetting Financial Goals

Replacing a Lost Loved One’s Income

IRA & Legacy Planning

Improving by Changing Your Mindset

How Safe Are Your Investments

Don’t Wait to Plan for Your Retirement

Common Mistakes Investors Make

Choosing Beneficiaries for Your IRA

Are You Looking For More Than What a CD Can Offer


Information on Empowering Women:


Information on Life Insurance:

Determine Your Income
Tax-Free/tax-reduced Retirement
Minimize tax liabilities and have the opportunity to maintain your current standard of living throughout retirement.

Ensure Your Assets
Legacy Planning
We offer our prospective clients a risk assessment where we provide third party analysis of their current investments.

Grow Your Nest Egg
Business Planning
One area we focus on with our clients is helping to keep their nest egg as safe as possible, while still participating in market growth.


Information on Retirement Planning:

Information on Tax Planning: