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Make your dream retirement a reality

We help you with your finances so you can do the things you always wanted to do.


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Get Started In

3 Easy Steps


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the Clear View Retirement Plan, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.

In The


How much is enough, when saving for retirement?

"Smart Women, Smart RetirementTM"

 - The Retirement Seminar

Join the millions of informed women who overcome financial challenges.

Based on principles outlined in "Smart Women Finish Rich" by popular nine-time New York Times bestselling author David Bach!


Need more info?

Attend a live event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...

March 24
Education Event – MCCTC
6:00 pm | Mahoning County Career & Technical Center
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