Make your

dream retirement

a reality


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

"How are those New Year’s resolutions coming along?!
Chris Mediate joined WFMJ to talk about how to stay on track week by week with your financial goals.


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.

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.


download the guide

Inflation and your retirement

Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?

In The


End of the year money moves

How much is enough, when saving for retirement?

Saving Money on Summer Vacations

Request your vacation budget worksheet here

Tips for Investing in Cryptocurrency

Child Tax Credit Payments Begin This Week

Click here for the Child Tax Credit Calculator.

How to Teach Your Kids About Money

For activities and more ways to talk to your kids about money, click here!

With 'Britney Spears' case making headlines, local financial expert breaks down conservatorships

Click here for an estate planning checklist.

Should You Consider Partial Retirement?

Click here for a Spending Plan Worksheet.

Click here for a Retirement Calculator.

The Financial Impact of "Boomerang Kids"

Click here for our budget worksheet.

Tips to Pocket More Money

1. Get Organized
2. Get Your Free Money
3. Reduce Your Withholding at Work
Click here for the IRS Withholding Calculator
4. Negotiate Your Bills
5. Challenge Yourself
Click here for the Nickel Challenge Guide

Finance Expert Explains New Ohio Minimum Wage

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Attend a live event

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

August 11
Food for Thought: College Planning, Session 2