Overview

We are a Firm of 11 located in Mayfield Heights looking to add additional Team Members (Financial Advisor or CPA) that will compliment our existing Team. We would like to add Team Members that have a passion for the industry and for helping others. Our Team is comprised of CFP's, CPA's, a CFA, a Medicare/Health Insurance specialist and various support personnel. The prospective Team Member will ideally have an existing practice that would be merged into our existing business while leveraging our existing business infrastructure and expertise.

Our niche is Retirement Income Planning. Specifically, we develop plans that transition individuals and business owners into the retirement income phases of their lives utilizing the collection knowledge and expertise of the Team.

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