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Wealth Management

Retirement

Retirement used to be supported by the three-legged stool:  personal savings, social security, and pensions. 

However…

“Based on current law, in 2037, the Social Security Trust will be depleted.”¹  This means you will likely only receive 75 percent of your Social Security benefits.

And

Approximately only 3 percent of private-sector workers participate in a pension plan.²

So

It is up to you, together with us, to ensure that you can retire comfortably and with the lifestyle you deserve.

¹ Social Security Board of Trustees
²Adams, Nevin E., "Conversation Starters", Planadviser, March-April, 2011. pg.56

 

Services Offered

  • Personal Wealth Management:
  • Life Planning:
  • Roth IRA’s:
  • Traditional IRA’s:
  • 529 Plans:
  • Annuities:
  • Life Insurance:
  • Retirement Plans:
    • 401K
    • SEP/SIMPLE IRA’s
    • Profit Sharing Plans
    • Cash Balance
  • Financial Plans

 

Clint's Top 10 Core Beliefs

  1. Be wary of the 30 year mortgage.
  2. To Roth or not to Roth?  The answer is clearer than you may think.
  3. Automate your wealth.
  4. Nursing home expenses can deplete a person's wealth. Long Term Care Insurance is one alternative, but there are other great alternatives. 
  5. There are methods to have tax free growth on savings for education while also reducing your tax liability.
  6. Legacy Planning with tax favored vehicles (Roths, 529s, life insurance) should be considered.
  7. Being free of debt should be a focal point and goal for planning at any age, therefore it is key to implement a debt reduction strategy and monitor it.
  8. Potential problems and solutions with Probate and key estate planning documents should be discussed and implemented.
  9. Start today!  It is never too soon or too late to get your finances in order.
  10. Come see me!  I can help you make sure you have considered all of the above points, so that you can achieve financial freedom and meet your goals.  

Services

  • Wealth Management
  • Tax
  • Estate Planning
35651 Detroit Road
Avon, Ohio
44011 United States

  •  Tel: (440) 937-1551
  •  Fax: (440) 937-1553
  •  rachel@diagnosemywealth.com
  •  

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate
ownership from any other named entity. Please feel free to inquire for additional details.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisors LLC, nor any of its representatives may give legal advice

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