As a Wealth Advisor with Cleveland Wealth, I utilize a comprehensive planning process to help clients achieve their retirement, education, savings, charitable, and estate planning goals. I specialist in working with executives at both public and private companies, as well as individuals and families in the medical community. Our planning process focuses on all areas of financial planning: -Financial Position -Adequate Protection -Wealth Accumulation -Retirement -Tax Planning -Estate Planning To schedule a meeting, please call me at 216-810-5900.