Our Experience

When it comes to comprehensive wealth management, you need a guide with a depth of knowledge and experience.

By reviewing your complete financial picture, we can evaluate your situation, guide you on your options, and develop a comprehensive plan. It’s all about helping you achieve your goals and magnify your values.

Below lists our Comprehensive Retirement Planning and Business Consulting and Advisory experience.

Comprehensive Retirement
Planning Experience

We’ve worked with individuals employed by the following companies, helping them prepare for retirement by evaluating their 401(k), 403(b), 457, TSP, pension options, stock options and other retirement benefits:


| Ford Motor Company | Lubrizol | IBM | Parker Hannifin | Cleveland Indians | DayGlo Color Corporation | Bendix | Henkel Corporation | MTD Products |
PNC Bank | Wells Fargo | Key Bank | American Greetings | Rio Tinto | AT&T | Fox 8 | RPM | Progressive Corporation | Dominion Energy | First Energy | Emerson | General Motors | Swagelok | Harley Davidson | Sterling Jewelers | Delta Airlines | United Airlines | BP | Thermo Fisher Scientific | Moen | Nestle | Newell Rubbermaid | Phillips | Travel Centers of America | Columbia Gas | PolyOne Corporation | Arconic | Tyco | UPS | Invacare | Verizon | USG Corporation | Walter Haverfield


The Cleveland Clinic
University Hospitals
Southwest General Hospital


Federal Aviation Administration
Transportation Security Administration
U.S. Customs and Border Protection
U.S. Department of Homeland Security
United States Secret Service

Business Consulting &
Advisory Experience

We’ve helped successful business owners grow their business, develop a sound succession plan, and realize the value of their hard work.

Industries we’ve worked with:

  • Manufacturing

  • Professional Services

  • Medical

  • Dental

  • Real Estate / Property Management

  • Hospitality / Hotel

  • Technology / Information Technology