Retirement Planning

Cleveland, Ohio The Cleveland skyline and Detroit-Superior Bridge


Your retirement plan starts with identifying your spending habits now and in retirement. From there, we identify the income sources to support your spending habits. We help you implement a savings program and manage risk along the way.

If we determine you have not saved enough for retirement, we then provide financial strategies for saving.

Here are just a few questions that a retirement plan will answer: 

  • Will I run out of money in retirement? 
  • When should I start collecting social security?
  • Should I take monthly pension payments or a lump sum? 
  • What is the most tax-efficient way to withdraw money in retirement?
  • Am I a candidate for a Roth conversion? 

It is never too early or late to start your retirement plan. The key is to take that step and get started today by contacting us at 440-933-2059 for an appointment.


​Request an Appointment​