If you're like most Americans, you've likely been planning for retirement in some form for many years. But as you approach it, it's important to be sure you have a plan in place you can rely on. 

Have you asked yourself the following questions lately:
  • Do I have a tax-free income I can’t outlive?
  • Is my estate plan optimized against unnecessary taxes, and will my money go to who I want it to?
  • Is there a way I can stretch my assets so future generations can benefit from them?
  • Have I arranged to protect, preserve and pass my assets on to my heirs?
  • Is there a way to consolidate my IRA or retirement accounts?
  • Do I have enough?

If you don't know the answer to all of the above questions, we encourage you to get informed. Access the calculators below and guides to shine some light on important financial concepts and questions, and then give us a call at 440.205.0559. We're here to help. 

Calculators

How will the sequence of returns affect my retirement income?
How much money will I need in retirement?
How much will you estimate to receive from your 401(k)?

Guides

10 Steps to a Successful Retirement
5 Rollover Strategies for 401(k)s

Videos

 
Long-Term Care