Capabilities

We Offer:
We provide financial planning, wealth management, retirement plan consulting, employee benefits consulting, and insurance and risk assessment services to thousands of clients across the country.

Our clients benefit by working with us because we are independent and offer a diverse range of customized financial services all under one roof.

We serve:

Business Owners

 

Individuals and Families

 

Corporate Executives

 

Service Firms and Small Businesses

 

Professionals

 
 
 
5885 Landerbrook Drive, Suite 200
Cleveland, OH 44124
P: 440.683.9200 | F: 440.683.9100 		6960 Orchard Lake Road, Suite 120
West Bloomfield, MI 48322
P: 248.538.1616 | F: 248.932.0205 		15300 Pearl Road, Suite 201
Strongsville, OH 44136
P: 800.922.6931 | F: 440.238.6143 		14710 Tamiami Trail N., Suite 102
Naples, FL 34110
P: 239.384.5100 | F: 239.431.7805