Covid-19 Update: We are fully operational and we are conducting video conference appointments for both prospective and current clients. We are ready to help you achieve your goals.
Experience
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:
CORPORATE
| Sherwin Williams Corporation | 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 |
HEALTHCARE
The Cleveland Clinic University Hospitals Metrohealth Southwest General Hospital Fisher-Titus
Government
NASA Federal Aviation Administration Transportation Security Administration U.S. Customs and Border Protection U.S. Department of Homeland Security United States Secret Service
CORPORATE
Sherwin Williams Corporation Ford Motor Company Lubrizol | IBM | Bendix Parker Hannifin Cleveland Indians DayGlo Color Corporation Henkel Corporation MTD Products PNC Bank | Wells Fargo Key Bank | Rio Tinto | AT&T American Greetings Fox 8 | RPM Progressive Corporation Dominion Energy First Energy Emerson | General Motors Swagelok | Harley Davidson Sterling Jewelers Delta Airlines | United Airlines | BP | Moen Thermo Fisher Scientific Nestle | Newell Rubbermaid Phillips | Columbia Gas Travel Centers of America PolyOne Corporation Arconic | Verizon Tyco|UPS|Invacare USG Corporation Walter Haverfield
HEALTHCARE
The Cleveland Clinic University Hospitals Metrohealth Southwest General Hospital Fisher-Titus
Government
NASA Federal Aviation Administration Transportation Security Administration TSP (Thrift Savings Plan) U.S. Customs and Border Protection U.S. Department of Homeland Security United States Secret Service