Financial Planners Brunswick OH

This page provides useful content and local businesses that can help with your search for Financial Planners. You will find helpful, informative articles about Financial Planners, including "Number Crunch". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Brunswick, OH that will answer all of your questions about Financial Planners.

David Zolt
Westlake Advisors, LLC
(440) 250-9744
24960 Center Ridge Road, Suite 3
Westlake, OH
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
NAPFA Registered Financial Advisor, CFP®, EA

Scott Snow
Scott Snow Financial Advisors, LLC
(440) 871-7669
24601 Center Ridge Road, Suite 175
Westlake, OH
Ongoing Investment Management, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
NAPFA Registered Financial Advisor, CFP®, CIMA, CPA

Will Miller
5152 Bringham Dr
Brunswick, OH
Title: Investment Advisor Representative
Investment Advisor Rep: Yes
Registered Investor: Yes
IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,401k Rollover From Employer,CD Alternative,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement

Data Provided by:
Mr. Jack B. Spencer, CFP®
(330) 483-4833
PO Box 466
Valley City, OH
J. Spencer Investments, Inc.
Areas of Specialization
Retirement Income Management

Data Provided by:
Mr. William E. Joseph, CFP®
(440) 572-4909
11925 Pearl Rd Ste 103
Strongsville, OH
Joseph & Joseph CPAs
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Elder Care, General Financial Planning, Healthcare Planning, Retirement Income Management

Data Provided by:
Kenneth Robinson
Practical Financial Planning
(216) 688-3737
3886 Rocky River Drive
Cleveland, OH
Women's Financial Planning Issues, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Advising Employee Benefit Plan Participants
NAPFA Registered Financial Advisor, CFP®, JD

Michael Brady
Michael Brady & Co., Inc.
(440) 235-2100
25586 Bagley Road, Suite 2
Olmsted Falls, OH
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Plan Investment Advice
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Steven P. Offill, CFP®
(330) 273-8787
4178 Center Rd
Brunswick, OH
Offill Financial Group, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000

Data Provided by:
Ms. Rachel E Krehbiel, CFP®
10800 Pearl Rd Ste 2
Strongsville, OH
Krehbiel and Associates, Inc.

Data Provided by:
Ms. Kimberly E Wirtz, CFP®
(440) 238-9520
16865 Rabbit Run Dr
Strongsville, OH
John E. Sestina and Company
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

People age 45 and older who are concerned about being able to afford healthcare

Those who have delayed seeing a practitioner

Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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