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Office

25550 Chagrin Boulevard,,

Suite 220
Beachwood, OH 44122

We're Passionate About Achieving Your Goals

Our mission is to help all our clients achieve financial success. We'll work together to develop an integrated, comprehensive, flexible financial strategy specifically designed and tailored for you.

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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