Financial Planning
Our plans are diverse as you are. This is what makes us client centric.
Building Wealth
Generate retirement income from insurance contracts and investment assets. There is a variety of ways to replace your income. It's always complimentary to see what is possible for you. Let's explore strategic options together.
Leaving a Legacy
A legacy can go far beyond a memory. Defining your legacy creates a sense of purpose and contribution. Whether it's passing on your values, generosity, or financial legacy, we find this important to consider in life of how you want to be remembered.
Considering Health & Financial Wellness
Unforseen spending in retirement can destroy assets. Read...
Cheryl Evans*, ChFC®, CLU®, LUTCF®, CASL®
Founder and General Agent, Financial Advisor
Jon P. LaFramboise*, CLU® ChSNC®
Investment Advisor Representative
Beverly P. Epps*, RICP®
Financial Services Representative
Richard Epps*
Financial Services Representative
An Office of Centric Financial Group, Hartshorn Financial Services
2000 Newark Granville Road Suite 200 Granville, OH 43023
Joseph Kutschbach*
Investment Advisor Representative
Alesia Robinson
Financial Services Professional
Wealth Building Cornerstones
Our business is built on a foundation of thoughtful client relationships and Wealth Building Cornerstones, which focuses on understanding your accumulation and distribution powers. This allows for a variety of income options income at the time of retirement despite market fluctuations. Our emphasis is in liquidity, longevity, and legacy. During your onboading, Wealth Building Cornerstones has simple and concepts that can be easily understood.