Your Financial Strategies

You’ve built up your savings. Now, let’s build a retirement income strategy that helps ensure it lasts a lifetime.

We help retirees and pre-retirees build financial strategies that provide income to last a lifetime.

Step One


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Step Two


Using the Star Strategies plan, we’ll examine your current financial situation and determine your retirement needs.

Step Three


Receive a custom strategy to help you reach your unique retirement goals.



Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, you'll discover how your taxes are affected by the Trump tax change — today and in retirement, ways to ensure your portfolio is as tax efficient as possible, and strategies to make sure you don’t give Uncle Sam a penny more than necessary.


An Educational Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

March 24
Financial Freedom Seminar
6:00 pm | The Pines Banquet Center 1319 Millborne Road
Orrville, OH 44667 United States


Our Founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.


The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 330.345.5207.