4016 Townsfair Way, Suite 202
My mission is to help soon-to-be-retired couples maintain their ideal lifestyle during retirement and have complete confidence in not running out of money. Together, we can develop dependable and/or guaranteed income streams to support...
I'm dedicated to helping individuals and business owners find answers they are looking for when it comes to accumulation strategies, investments, and planning retirement income. Together, we look at choices and income streams for your plan.
The central theme for us in our work is that it must have an impact on others. As a result, we have extensive knowledge in government and public policy influences on retirement and the tax impact it can have on retirement income.
Richard M. Epps has enjoyed twenty years of helping clients with retirement, investments, and disposable income. He works with clients to create an estate strategy and beneficiary arrangements with taxes in mind.
Are you ready to break free from the cycle of financial struggle and build a legacy of wealth for your family? As a financial professional, I understand the challenges faced by those by who are striving to reach financial independence.
Todd Hartshorn is a life long Newark resident and has a business degree from The Ohio State University focusing on Insurance & Risk Management. He has been in the financial services business since November of 1993. Todd is a Varsity...
Kathy has worked with Todd Hartshorn* for over 14 years. She handles much of the communications and operational tasks at the office. Kathy truly values the relationship she builds with each and every one of Hartshorn Financial...
A graduate of Tuskegee University and Tuskegee University School of Veterinary Medicine with a Bachelor of Science and a Master of Science respectively. Michael started his career after graduate school as a sales representative in...
Nick works with individuals, families, and businesses throughout life's many transitions by delivering personalized services that aim to help build, preserve, and manage wealth.
Robert has served Northeast Ohio for over 40 years and is knowledgeable of all aspects that affect your financial well-being. He focuses on helping you define your financial goals and develop a plan to meet those goals.
Cincinnati | Remote
Bio is in progress.