9200 South Hills Blvd
Everyone wants to have a financially secure future, but more often than not, people are overwhelmed by all of the terminology and strategies used by financial advisors. Our team is here to help our clients really understand the industry so that they can know what their plan should be and why it should be that way.
Portfolio reviewsRetirement Account reviewsAsset allocation strategiesWithdrawal and distribution strategiesMutual Funds and ETFsAnnuitiesTraditional and Roth IRAsSEP and Simple IRAsCollege Savings and 529 Accounts
Income PlanningRetirement PlansSocial Security AnalysisBusiness PlanningSuccession Planning401(k) and 403(b)
Policy ReviewsLife InsuranceDisability Income InsuranceBusiness Life InsuranceLong-Term-Care InsuranceEmployer Benefit Plans 1Medicare Supplements 1Home and Auto Insurance 1Commercial Property and Casualty Insurance 1
In its simplest form, a financial plan is a way of taking control of your finances and realizing your goals for the future. There are a lot of steps along the way, but at the end of the day, a financial plan really is an essential blueprint to guide you in making the right decisions in your financial life.
If you are one of the many people who finds themselves wanting to start planning for the future, but have no idea where to start, we are here for you! We make it easy to understand so that you can plan right!
Call 216-284-5219 for a no cost consultation
One of the very first things we like to do when we meet with our clients for the first time is to spend some time making sure they understand the process. It is one thing to seek out a financial advisor and have them create a plan for you, but it is so much more beneficial to you to know what decisions are being made and why.
When our clients truly understand their financial plan, they feel more confident about their financial future and can then live their lives how they want!
Having a plan allows you to reach all of those financial and non-financial goals after retirement.
It all starts with evaluating your current financial situation and understanding where you want to be with your future situation. Your current situation is where you work, your income, your current assets, and more.
The job of a financial planner is to work with you, to understand where you are now, where you're trying to go, and how we can help you pursue your goals.
Better late than never, but the sooner you start, the more likely you are to have a successful plan! We have helped people in their 20s all the way to 60+ realize their goals and how to pursue them!
1 These services are not offered by Vantage Financial Group, Antonio Cibella or Cetera Advisor Networks. We offer consultation on these services in conjunction with other members of your advisory team such as attorneys, accountants, and insurance professionals.