The Federal Open Market Committee (FOMC) released the minutes of its April meeting last week. The report suggested that should the economy continue to make progress, it may be time to adjust the pace of the Fed’s monthly bond purchase program. With inflation appearing to accelerate, this is the first sign that the Fed is… Read More
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(800) 950 - 4902 | (440) 287 - 5020
What We Do
We help successful families boost their financial independence by providing on-going customized wealth management strategies.
Not every client is the same, however, most of our clients face these 5 common concerns:
- Accumulating Their Wealth
- Preserving Their wealth
- Mitigating Taxes
- Taking Care of Their Heirs
- Charitable Giving
Who We Serve
Our clients come from all walks of life. They are business owners, retirees, executives, doctors, nurses, etc. While each person has different goals and dreams, there are some common characteristics that our clients share.
Our Blog
Latest Updates
Inflation Can Be a Scary Word
Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” The most recent reading on consumer prices put inflation back into the conversation. The Consumer Price Index (CPI) rose 0.8% in April 2021 and jumped by a greater-than-expected 4.2% year-over-year.1 … Read More
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College Funding Choices
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these plans allow you to save up to $15,000 per year for your child’s college costs… Read More
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Baseball’s $300 Million Players
The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts according to CBSSports.com. From an estate strategy… Read More
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What is an annuity and is it right for me?
Financial options and planning are as broad as individual personalities. There are truly as many choices as there are individuals. This is the reason financial planning is an art in itself. Each financial plan must meet the needs of the individual client and their goals. The financial world can be confusing and offer solutions that… Read More
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Investor Sentiment is Shifting
A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 There are many reasons for this change, but here are a few of the most impactful to keep in mind. Pandemic worries. One reason for this shift is directly… Read More
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