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We all dream of enjoying a comfortable retirement, spending time with family and friends.  Since people are living longer and healthier lives, we have to plan for a retirement which may exceed our working years.

For many people, their retirement elections are the biggest financial decisions they will ever make.  If you about to retire, please consult with a financial professional before you submit your retirement paperwork.  

There are special retirement plan elections for future retirees employed by Ohio's public school systems, the state, counties, municipalities, and library systems (Partial Lump-Sum Option Plan PLOP) .

Whether you are years away, about to, or already retired, please give my office a call to discuss your personal financial goals and objectives.  Please complete the Financial Data Organizer before our conference.


Like our fingerprints, everyone has a distinct investment profile.  Your savings and investment profile needs to matched with your risk tolerance, your short and long-term goals, and your time horizon.  

My firm offers investment plans from modest monthly savings plans to trust services.  Please me a call today to discuss your unique situation.


Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

To get started, I recommend that you schedule a conference, complete the Financial Data Organizer , and begin to take an inventory of the legacy that you want  to leave your family and organizations that you are passionate about.  I look forward  to working with your attorney and the other members of your advisory team.


Insurance transfers the financial risk of life's events to an insurance company. A sound insurance program can help protect your family from the financial consequences of those events.


Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Since establishing my practice in 1982, many of my clients have relied upon me to prepare their income tax returns and provide guidance to reduce future tax liabilities.  

Each year, clients receive an Income Tax Organizer to help them organize their tax data.  I am currently accepting a limited number of new tax clients.  Please call to discuss your income tax needs.

Savings for College

Most successful financial ventures begin with a plan! 


Managing your money involves more than simply making and following a budget.


How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.