Comprehensive Financial Protection for Cleveland Families and Businesses
Three focused service areas designed to protect what matters most—your family, your wealth, and your business. Not sure which you need? Take our quick questionnaire.
Protection Planning
Protect your income and family with comprehensive life insurance, disability income protection, and long-term care planning. We help you prepare for life's uncertainties so your loved ones are always taken care of.
Best for: Families, medical professionals, parents, and anyone with dependents who rely on their income.
Explore Protection PlanningWealth Management
Build and protect your wealth with strategic retirement planning, 401(k) optimization, and investment advisory services. We help you grow your assets, minimize taxes, and retire with confidence.
Best for: Professionals, engineers, executives, and anyone planning for retirement or looking to optimize their investments.
Explore Wealth ManagementBusiness Advisory
Secure your business future with succession planning, exit strategy development, key person insurance, and benefits design. We help you protect your company and plan for the transition you want.
Best for: Business owners, entrepreneurs, C-suite executives, HR professionals, and business partners.
Explore Business AdvisoryEstate & Personal Advisory
A planning-first relationship for people who want a clear financial plan, clean estate organization, and ongoing guidance—without it needing to revolve around investments. Your financial quarterback for life, money, family, and legacy.
Best for: Parents, professionals, people in transition (marriage, new baby, divorce, inheritance, career change), and anyone who wants ongoing guidance.
Explore Personal AdvisoryHow We Work Together
A streamlined engagement process designed to respect your time and deliver real results.
Initial Consultation
We start with a brief questionnaire to understand your needs. No pressure, no commitment—just a conversation about your goals.
Data Gathering
Complete our detailed factfinder questionnaire so Ron can analyze your situation before your meeting—saving valuable face-to-face time.
Plan Development
Ron develops a comprehensive, personalized plan with specific recommendations tailored to your unique situation and goals.
Implementation
Ron guides you through implementing your plan and provides ongoing support to ensure everything stays on track.
The detailed questionnaires allow Ron to prepare before the first meeting so your time together is focused on solutions, not data collection.
Not Sure Which Service You Need?
Take our quick questionnaire and we'll guide you to the right starting point. Or explore each service area in detail above.