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Pre-Retirees and Retirees

After working diligently to save for retirement, many find that it requires a change in thinking when reaching this milestone.

While you spend this time enjoying the fruits of your labor, our ongoing focus is to ensure you’ll have sufficient funds to support your retirement lifestyle regardless of the potential volatility of the stock market or the impact of other factors beyond your control.

We offer Investment Management, Real Estate Investing, & Life & Disability Insurance services to all our clients. For clients who would like additional services outside of these areas, review our Total Wealth Management services for more details.  

Explore Our Total Wealth Services

Our Total Wealth Management process is designed to help you build a team of professionals around you so that you always have integrated comprehensive advice in every area of your life as you prepare for one of the biggest next steps, retirement.
We use best in class technology that brings every part of your financial life together to provide you with real time data so you can see where everything is at and what everything is worth. 

financial advisor in Akron, OH
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