Worried that your financial strategy is missing something?

We're here to help you feel confident in your financial future.

Your Dreams Matter

At Mediate Financial Services, Inc., we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Mediate Financial Services, Inc. Process

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies

From Social Security and pension-plan optimization to withdrawal strategies and inflation, we help you create reliable income streams designed to preserve your wealth and support your desired lifestyle.

Wealth Management

Grow your wealth wisely by building custom-tailored portfolios that are diverse, align with your needs and preferences, and reduce unnecessary risk.


With pensions on the decline, you may want to consider a fixed-income component to your financial strategy. An annuity may help ensure a portion of retirement income.


Investing involves risk, but you potentially can build on your wealth and protect against inflation by having a portion of your assets in investment products ranging from stocks and bonds to mutual funds and retirement accounts.

IRA/401(k) Rollovers

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.


Preserve the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies

Diversifying your retirement assets among a mix of insurance products and investments may offer you the best chance of meeting your retirement income goals. We’ll help you determine what is most appropriate for your situation.

Life Insurance

If helping loved ones maintain a standard of living and avoid financial hardships after you pass is a priority, life insurance products can help. We’ll help you examine various policies and discuss whether term or permanent is best for you.

Tax-Efficient Strategies

Uncle Sam deserves what is rightfully his, but you need a solid strategy in place for how to pay taxes on your retirement income. This will help you keep more of what you’ve earned to support your family, causes and community.

Long-Term Care Strategies

On average, we’re living longer, but that sometimes comes with a hefty price tag as our health declines. We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.


Provide for the people and causes you care about the most.


IRA Legacy Planning

We can help you evaluate your financial situation to determine if IRA legacy planning could help you, and we can work with attorneys and tax professionals to help you meet your goal of structuring a long-lasting inheritance for your loved ones.

Investing involves risk including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Mediate Financial Services is an insurance business that offers insurance products. Mediate Financial Services is also an investment advisory practice. Investment products and services are offered through Mediate Financial Investment Advisory Services, LLC, a State of Ohio Registered Investment Advisor. Insurance products offered through Mediate Financial Services are not subject to investment advisor requirements.

Mediate Financial Services does not offer tax or legal advice.