CONNECT

Address:

5885 Landerbrook Dr.
Suite 304
Mayfield Heights, OH 44124

Phone:

440.446.1000

Fax/Other:

440.446.0141

Our Process

Our planning process begins with a meeting to get to know you, and developing a profile so we can get a clear vision of your financial future. Discussions will center on your goals for wealth creation, wealth distribution, and wealth preservation. Our process includes:

  • Help you establish your ideal and acceptable goals
     
  • Prioritize those goals
     
  • Analyze your current investments and allocations
     
  • Determine your appropriate risk tolerance
     
  • Recommend a plan toward reaching those goals
     
  • Recommend appropriate investments and allocations in implementing your plan
     
  • Use sophisticated statistical and financial modeling to determine probability for success
     
  • Monitor progress on an ongoing basis
     
  • Make adjustments as needed along the way
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck