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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

See Our Comprehensive Retirement Planning Process

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

See Our Business Planning Process