Personal and Business Financial Planning and Consulting
We strive to be our client's "personal CFO". In other words, the trusted advisor that plays the role of quarterback and takes it upon ourselves to ensure that the all the areas of their planning have been appropriately addressed.
Whether you’re financial situation calls for a comprehensive financial plan or you prefer more focused advice in a certain area, our belief is that each person or family’s needs are different, therefore our process must be different as well. Our ability to work with our clients in either a fee based financial planning capacity* or by providing a non fee based “basic analysis” makes our firm very unique to our peers, while ensuring that each of our clients get exactly the type of advice and relationship their situation calls for.
8316 Cleveland Ave NW, North Canton (OH), 44720, United States