Retirement Planning Services
Manta has 29 businesses under Retirement Planning Services in Ohio
Featured Company Listings
CLAIMED
Family Planning Services
Annuity Services
Life Insurance
Whole Life Insurance Plans
Business Planning And Development Services
At Findlay OH Western & Southern Financial Group, we are committed to doing what is right for our customers – a hallmark of our company for more than 125 years. I am one of more than 1,700 licensed, experienced field associates available to review your financial situation and make personalized recommendations to fit your needs.
Our Financial Strength
Western & Southern Financial Group, the Fortune 500 parent company of Western & Southern Life, is a diversified family of financial services companies. Its assets owned (in excess of $42 billion) and managed (in excess of $26 billion) totaled approximately $69 billion as of March 31, 2014. In addition, Western & Southern Financial Group is one of the strongest life insurance groups in the world.
Disclaimer: The postings on this site are my own and do not represent in any way Western & Southern Financial Group's (including the member companies) positions, strategies, or opinions.
CLAIMED
Categorized under Retirement Planning Services
Our trained dependable caregivers and personal assistants can help overcome those challenges, and make home an even better place to be. We include everything from companionship, meal preparation, medication reminders, shopping and errands, light housekeeping and laundry, to personal care and help with bathing and dressing.
CLAIMED
Categorized under Retirement Planning Services
CLAIMED
Retirement Planning
Retirement Income Planning
Retirement Transition Planning
Financial Planning
Personalized Financial Planning
Located conveniently off Route 250 and only minutes from Lake Erie, our Sandusky office is uniquely positioned to support the people who call this area home—from Sandusky, Port Clinton, Huron, Vermilion and the wider lakeshore region. We work with retirees, small-business owners, and seasonal residents who want thoughtful guidance as they plan the next stage of life.
If you’re looking for a local team that understands this community and what matters most to the people who live here, stop in and say hello.
CLAIMED
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Annuities
Drug Plans
Prescription Drug Insurance Plans
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We will find solutions by offering the services of our professionals in the area of employee benefits including pension plans and retiree benefits, succession and estate planning. These will be addressed by licensed individuals; CPA, attorney, insurance agents, and creative web-designers, and essential services agents. The best part may be that we live and work in northeast Ohio, and you'll reach the same person, year after year. Our goal is to make a positive difference in the life of your business. Barb, Bridget, Lindsay, John, Larry, Michele, Dan, Ted, Lavern, Yolonda, Russ, and Susan.
Categorized under Retirement Planning Services
Standing Firm Financial located in Bowling Green, OH, is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We can help you execute a sound financial program utilizing the following products and services: Tax management, Investment management, Retirement strategies, Estate conservation, Insurance and annuity products.
6239 Frank Ave NW
North Canton, OH
(330) 499-6231
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
The founder of Bridgeway Tax Solutions, Richard H Bishop is affiliated with Stryde Solutions and Integrated Financial Network as an Authorized Business Consultant and Retirement Planning Representative. In a time of financial uncertainty Richard's focus is on implementing safe, predictable income preservation and distribution using tax advantaged strategies for individuals and business owners.
Categorized under Retirement Planning Services
For more than twenty five years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security. Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
All Company Listings
CLAIMED
Categorized under Retirement Planning Services
CLAIMED
Categorized under Retirement Planning Services
Our trained dependable caregivers and personal assistants can help overcome those challenges, and make home an even better place to be. We include everything from companionship, meal preparation, medication reminders, shopping and errands, light housekeeping and laundry, to personal care and help with bathing and dressing.
CLAIMED
Categorized under Retirement Planning Services
Serving Dublin, OH and outlying areas, Michael Martinez of The Pension Group is offering the following services not limited to: Retirement Planning, Estate Planning, Tax Planning, Investments and Income Planning.
CLAIMED
Retirement Planning
Retirement Income Planning
Retirement Transition Planning
Financial Planning
Personalized Financial Planning
Located conveniently off Route 250 and only minutes from Lake Erie, our Sandusky office is uniquely positioned to support the people who call this area home—from Sandusky, Port Clinton, Huron, Vermilion and the wider lakeshore region. We work with retirees, small-business owners, and seasonal residents who want thoughtful guidance as they plan the next stage of life.
If you’re looking for a local team that understands this community and what matters most to the people who live here, stop in and say hello.
CLAIMED
Family Planning Services
Annuity Services
Life Insurance
Whole Life Insurance Plans
Business Planning And Development Services
At Findlay OH Western & Southern Financial Group, we are committed to doing what is right for our customers – a hallmark of our company for more than 125 years. I am one of more than 1,700 licensed, experienced field associates available to review your financial situation and make personalized recommendations to fit your needs.
Our Financial Strength
Western & Southern Financial Group, the Fortune 500 parent company of Western & Southern Life, is a diversified family of financial services companies. Its assets owned (in excess of $42 billion) and managed (in excess of $26 billion) totaled approximately $69 billion as of March 31, 2014. In addition, Western & Southern Financial Group is one of the strongest life insurance groups in the world.
Disclaimer: The postings on this site are my own and do not represent in any way Western & Southern Financial Group's (including the member companies) positions, strategies, or opinions.
CLAIMED
Cd
Annuities
Drug Plans
Prescription Drug Insurance Plans
Ira
We will find solutions by offering the services of our professionals in the area of employee benefits including pension plans and retiree benefits, succession and estate planning. These will be addressed by licensed individuals; CPA, attorney, insurance agents, and creative web-designers, and essential services agents. The best part may be that we live and work in northeast Ohio, and you'll reach the same person, year after year. Our goal is to make a positive difference in the life of your business. Barb, Bridget, Lindsay, John, Larry, Michele, Dan, Ted, Lavern, Yolonda, Russ, and Susan.
Categorized under Retirement Planning Services
Standing Firm Financial located in Bowling Green, OH, is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We can help you execute a sound financial program utilizing the following products and services: Tax management, Investment management, Retirement strategies, Estate conservation, Insurance and annuity products.
6239 Frank Ave NW
North Canton, OH
(330) 499-6231
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
For more than twenty five years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security. Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
Categorized under Retirement Planning Services
The founder of Bridgeway Tax Solutions, Richard H Bishop is affiliated with Stryde Solutions and Integrated Financial Network as an Authorized Business Consultant and Retirement Planning Representative. In a time of financial uncertainty Richard's focus is on implementing safe, predictable income preservation and distribution using tax advantaged strategies for individuals and business owners.
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
Whether you are at the beginning or the end of your working life, planning for your financial future is more important than ever! I have built my reputation on offering personalized services in all areas of financial consulting to meet the changing needs of individuals, families and small businesses.
Services:
Retirement/Income Planning:
Development of goals and creation of customized financial plan including proper balance and diversification of your investments, whether currently retired or working toward that goal.
Asset/Estate Protection:
Assistance with tax savings measures and estate issues to help avoid costly mistakes to your beneficiaries.
Tax Issues:
Analysis of current investments regarding potential (and hidden) tax benefits.
Existing Portfolio Reviews
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
Serving Toledo, Ohio and outlying areas John Cameron of The Cameron Company, LLC is offering the following services but not limited to Investment Strategies, Investment Plans, Wealth Accumuation Protection, 401(k), Retirement Income, Estate Planning, Tax Planning and College Planning to help clients reach their financial goals.
Categorized under Retirement Planning Services
Several years of study revealed that the building's most promising use was for seniors, age fifty-five or older. A decision was made to remodel the building into apartments for priests, religious and lay persons to live in the same building.
Renovation of the building began and was completed in late 2006. The building now has 54 apartments for independent living and is known as Saint Charles Senior Living Community.
23311 Harvard Road
Beachwood, OH
(216) 245-0455
Categorized under Retirement Planning Services
ALL-INCLUSIVE ALZHEIMER’S & MEMORY CARE FOR YOUR LOVED ONE, in Beachwood, OH
(disregard caps)
Categorized under Retirement Planning Services
Taking a very personal interest in your ability to retire safely is what drives us at Kozak Financial. This often means challenging the status quo. We believe in looking at your individual goals, and then educating you in diverse financial tools with the best companies. We will work with you to develop protection for your family and business, and a plan to create financial strength using time tested values.
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
159 Crocker Park Blvd., Suite 403
Westlake, OH
(888) 944-5715
Categorized under Retirement Planning Services
When we talk about the "Golden Years," our minds almost always begin picturing happy seniors playing golf, taking hand-in-hand walks on the beach and traveling to favorite locations with friends and family. At the Golden Opportunity Network, the retirement that you may dream of is the retirement we want for all of our clients.
The Golden Opportunity Network is here to help all seniors, but we have a particular focus on those Americans who clearly need help funding their Golden Years - and paying for the many expenses of life that just seem to get more and more expensive each day.
Categorized under Retirement Planning Services
About Tegrit Group
Tegrit Group provides advanced recordkeeping and software solutions, actuarial consulting, and administration services for defined benefit, defined contribution, cash balance and retiree medical plans. The Tegrit Group team includes actuaries and other professionals with decades of private and public sector experience focused on delivering tools and consulting that support the culture, needs and goals of a broad spectrum of retirement plan sponsors. With over 100 associates, Tegrit Group provides services to over 2,000 employers and has employees in five offices in the states of Michigan, Ohio, and South Carolina.
27121 Oakmead Dr Suite B
Perrysburg, OH
(419) 931-0704
Categorized under Retirement Planning Services
Fourth Dimension Financial Group, LLC exists to help people nearing financial retirement achieve enough, live fully, and help others do the same. Our typical client does not view retirement as a finish line, but instead as a transition. By understanding risk, proper asset selection, and timing, we create plans for clients that are highly dependable and easy to understand.
After all, why HOPE for a good retirement when you can PLAN a great one?
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
As an independent administrator, iPlanGroup processes the investment transactions on behalf of your retirement account as directed by you. We also provide account administration, recordkeeping and tax reporting. Our management processes, quality control methods, and state-of-the-art work environment ensure that even your most complex transactions are processed on time.
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
I offer clients:
1. Retirement protection that allows participation in the up's but NEVER the downs of the market.
You can never lose a dime again. PLUS your retirement money comes out TAX FREE.
2. BRAND NEW Life Time Income Benefit, will pay you for life.
You can never RUN OUT OF MONEY !!!!!!!!!!!!!!!!!!!!!!!!!!
3. FREE LIVING benefits that pay you if you have a heart attack, stroke, cancer or others.
Opportunities for Agents:
Work from home. High commissions. Now you're able to have a career in financial services without years of training or leaving your home.
Our 4 Tier System allows our Financial Inviters to make money by just driving people to your/our web sites and landing pages by using social media and the internet.
Then just pass them up to your manager and financial consultan
Categorized under Retirement Planning Services
I ensure that in retiremnt my clients access their money in the most tax advantaged way. At death, I ensure that their money will be passed onto their heirs in the most tax advantaged way.
I am a retirement income specislist. In this capacity I help my clients have a confident retirement.
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Ohio
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