Retirement from a large employer: Leaving a long-time employer brings decisions on pension elections, 401(k) rollovers and Social Security timing.
vIEW CASE STUDY
Owner pay, business retirement plans and succession are planned alongside personal goals.
vIEW CASE STUDY
No state income tax on wages, pensions or investment income; federal planning drives the strategy.
Cleveland combines manufacturing, healthcare, education and family-owned businesses. Clients include employees approaching retirement with a 401(k) or pension to manage, and owners planning how their business will fund retirement.
From Cleveland, take I-75 south to I-24 west and exit toward downtown. Most follow-up meetings can be held by video.
