Financial Advisor Akron / Bonita Springs / Canfield / Canton / Cleveland / Estero / Fort Myers / Marco Island / Naples, Florida / Youngstown, Ohio

Our goal is simple: Help our clients live better lives with help from smarter financial planning. With our uncommon and deep expertise in retirement, tax, and investment planning, we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family’s future.

What Makes Us Different

Transparent

From our inception, we chose to eschew commissions on investment product recommendations and serve you in a fully transparent manner. We are a fiduciary, always acting in your best interests. Anything short of this just doesn’t pass the “mom test” in our book.

Proactive

We work with you on a regular basis to monitor and adjust your planning to avoid dangers, identify opportunities, and help you successfully manage life’s transitions. You will never again have to wonder, “When will I hear from my advisor?” We set service expectations and meet them.

Integrated

We have deep expertise in integrating your retirement planning, investment planning, and tax planning into an effective overall strategy to make the most of what you have. Most other advisors focus on product sales or low-level planning at best. Robust planning and objective advice are in our DNA.

Salaried and Smart

Only CERTIFIED FINANCIAL PLANNER™ professionals with a minimum of five years of experience deliver advice. All CFP® professionals are salaried, never receive commissions, and are incented for client retention. These combine to ensure that sound, objective advice is provided and your needs are well taken care of. If you prefer a board-certified physician with demonstrated expertise in their practice specialty and a bed-side manner that connects with you for your personal health, shouldn’t the same considerations apply to your financial health?

Science Based

Investing and planning are sciences similar to medicine. You wouldn’t take a drug or have surgery without your doctor first providing the statistical evidence supporting its efficacy, with rigorous trials comparing it to other accepted treatments. The same should apply to the financial advice you follow. Our approach to retirement income generation and our investment philosophy are rooted in empirical evidence, time-tested, and aligned to support your financial life plan and protect your lifestyle.

Relationship Focused

When you work with us, you have a dedicated team of professionals – a Primary Advisor, Investment Officer, and Client Service Administrator at a minimum – to serve your needs. As part of our commitment to you, our client-to-staff ratios are regularly monitored to ensure that we have the capacity to provide excellent financial care. We promise to be here when you need us, to actively listen, and to provide sound, objective advice.

Who We Serve

Clients most often come to us when they get serious about planning for retirement. Over the years, we have found that our clients—while unique and diverse—have similar needs and traits.

Our clients tend to be a lot like we are—ambitious, friendly, generous, and optimistic. They (like we do) value time, transparency, and financial independence; they love their families and have purpose to their lives; they are successful, smart, and wise enough to seek advice from subject-matter experts. They also prefer to stay informed but delegate financial management duties to free up their time and ensure things are done right.

Whether you are at the end of a successful career, or at the early stages of a new one, we can effectively serve you with an appropriate level of services and expertise. Our goal is to help make the most of what you have so that you can gain the financial peace of mind you seek.


At Retirement


Nearing Retirement


Working Years

Our Latest Blog Posts and News

Mortgage Management

Mortgage Management

August 15, 2019      Editor

Most financial people only focus on your assets. Listen to Kevin share four examples of clients where better incorporating a holistic view of their finances — assets and liabilities included — made a significant financial imporvements in each of their lives. Continue reading

Death Of The Stretch IRA

Death Of The Stretch IRA

July 30, 2019      Editor

Believe it or not Congress actually agrees on something … that your beneficiaries shouldn’t be allowed to stretch IRA required distributions over their lifetime. Listen in to hear Kevin talk about this likely law change is an issue, who is mostly affected (hint: larger IRA owners), and what to do about it. Continue reading

The (Less) Secure Act & Coming Death of the Stretch IRA

The (Less) Secure Act & Coming Death of the Stretch IRA

July 25, 2019      Kevin Kroskey

While partisan politics rage, the U.S. House of Representatives nearly unanimously passed a bill that would reform key aspects of America’s retirement laws.  The SECURE Act passed in a 417-3 vote in May and contains a provision to eliminate the Stretch … Continue reading