Personal Financial Strategies

"Maximizing your wealth potential"   We will help you manage your money decisions through a financial process that focuses on the creation and maximization of wealth. Most people fail to reach their maximum financial potential because they fail to make their financial decisions based on a well developed plan. We will make the process enjoyable and rewarding.

Business Planning

"Helping your business survive the change"   We can help provide for your company's continued success in the hands of the person or people you choose, and obtain the funding necessary to accomplish these goals.

Executive Benefits

"Providing for those at the Top"   The right executive compensation program can help you attract and retain top talent and improve the financial health and success of your company. We'll help you design these plans to selectively reward the key people in your company's future.

Retirement Planning

"Ensuring that the Golden Years are truly golden"   We can assist in implementing plans to help maximize results, flexibility, and tax benefits and create guaranteed lifetime incomes.

Wealth Transfer / Estate Planning

"Passing your wealth downstream"   We can provide expert guidance through the maze of trust alternatives, charitable considerations, and liquidity issues affecting your assets. We can also work with your other advisors to coordinate your personal and business interests into a unified plan.

Employee Benefits

"Helping your employees help themselves"   We will analyze your current programs and recommend changes necessary to maintain an attractive benefit package while maximizing cost-efficiency and tax benefits.


Life, Disability, and Health Insurance   We represent most of the top-rated insurance companies in the country, offering a wide selection of TERM LIFE, WHOLE LIFE, UNIVERSAL LIFE policies. Our DISABILITY INCOME insurance carriers provide policies for individual, group, short and long term, and business overhead coverages. We also can provide you or your company MEDICAL insurance in both HMO and PPO plans.

Annuities -  We represent over 20 companies offering annuity contracts. Annuities have proven to be an excellent retirement income vehicle with tax-deferred accumulation and guaranteed lifetime income opportunities.

Producing General Agent for Ohio National Financial Services