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Ohio's next-generation insurance & financial advisory firm

Financial Planning

Financial Planning

Our plans are diverse as you are. This is what makes us client centric.

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Building Wealth

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.

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Leaving a Legacy

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. 

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“For retirement income, we must step away from the notion that either investments or insurance alone will best serve retirees. More emphasis is needed on the basic forms of insurance products, and how they may behave as part of an integrated retirement income plan."

––Wade Pfau, PhD, CFA, RICP®, Forbes Contributor,The Retirement Researcher blog, Host of Podcast: Retire With Style

Fresh Questions From the Office

Where should I put my income? IRA's, 401(k)'s, & Whole Life Insurance for Retirement Income.  

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If I am 35, what type of Life Insurance is for me?

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What are portfolio protection strategies? 

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What is downside protection?

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Making Wiser Decisions

Making Wiser Decisions

Get ahead by making the most of the money you earn. Read...

Creating Millennial Wealth

Creating Millennial Wealth

Automating habits grows money into wealth. Read...

Crystallizing Retirement Goals

Crystallizing Retirement Goals

Crystallizing retirement means a clear income plan. Read...

Considering Health & Financial Wellness

Considering Health & Financial Wellness

Unforseen spending in retirement can destroy assets. Read...

Find Guidance You've Been Looking For  

Desire for more confidence in your financial decision-making?

Our Professionals are here to guide you to the next milestone in your financial life.

Tell us what you want help with & we'll find the professional that matches you. 

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From Savings to Wealth Building

Wealth Building Cornerstones

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.  

How's Your Financial Well-being? 

Are you ready for a change in circumstances...


"Realize what is possible. I want you to retire with potentially more income than you ever imagined."

-Cheryl Evans, Founder of Centric Financial Group