Our home loan and personal finance team is one of the most experienced in Ohio. As such, we’re more than just mortgage brokers. We’re all finance specialists, which means that collectively we have the specialist knowledge you need to find the perfect home loans and finance solution for you.

We work with small business owners to provide a full range of business benefits including, retirement plans from SIMPLE, SEP and 401K Plans. we include ROTH and Traditional Retirement plans. We can create a Tax Free Executive Retirement Program! We also provide business continuation insurance and Executive Benefits. We also offer Long Term Care, (LTC) and Disability Insurance (DI). We help clients provide cost effective employee benefits. We can offer Group Health plans or for small firms not offering Major Medical Plans we provide Limited Med Indemnity plans or No Charge RX Medicine Discount Cards. OBAMACARE We provide Workers Comp discounts For individual clients we provide Safe retirement products, Annuity, Life Ins, Health Ins, LTC, Guaranteed Lifetime Income or TAX FREE Income