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4725 Grayton Road 
Suite 1040 
Cleveland, OH 44135

(440) 915-2234

Products & Services


Personal Planning

  • Auto, Home, & Liability Insurance
  • Life Insurance
  • Disability/Long Term Care
  • Budgeting
  • Retirement Planning
  • Investment Advice
  • Tax Preparation & Planning
  • Estate Planning

Business Planning

  • Retirement Plans
  • Health Insurance Plans
  • Disability Insurance
  • Group Life Plans
  • Buy/Sell Agreements
  • Business Property & Casualty Insurance
  • Liability Protection
  • Business Overhead Expense
  • Exit Strategies/Succession Plans