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We believe that financial products and financial planning
should be part of a solid, comprehensive legal plan.

So often, financial products are sold in isolation.
They are sold on cost or by benefits of a product alone, not looking at the bigger picture.
Financial planning that is blind to the overall needs of the client is risky at best,
but for seniors and their families, it can be disastrous.

Build a Plan With Us.

1.844.262.5214

New Financial Site Coming Soon!

Attend a Free Workshop

Learn how planning can help protect your life savings from being lost.

Contact us today to signup and attend a free seminar.

Dually certified by the National Elder Law Foundation as Certified Elder Law Attorneys and the Ohio State Bar Association as Specialists in the Area of Elder Law.