Helping You Take Control Of Your Life

CONNECT

Address:

5211 Mahoning Ave., #110
Austintown, OH 44515

Phone:

330-259-0744

Fax/Other:

330-259-0745

Our Services

 


 We serve individuals and businesses in many areas including:
 

  • Retirement Analysis

    Making the most of your employer-sponsored retirement plans and IRAs. Reviewing your assets before and during retirement.
     
  • Estate Conservation

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal professionals.  
      
  • Life Insurance

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a quality policy to fit situation.  
     
  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.  
     
  • Investment Analysis

    Analyzing your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles for your current financial situation. 
  • Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.
     
  • Group and Individual Health Care 

              Providing groups and individuals with the best health care packages on the market today.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck