Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter.

At Cleveland Financial Solutions we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Financial Services

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

  • We identify the values and beliefs most important to you and your family.
  • We establish a clear set of short & long-term financial goals based on your values & beliefs.
  • Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.

A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of achieving your goals.

Some of our Financial Services include the following, but not limited to:

  • Annuities
  • Asset Protection
  • Charitable Giving
  • College Funding
  • Estate Planning
  • Fixed Indexed Annuities
  • Guaranteed Income
  • IRA & 401(K) Assets and Planning
  • IRA, 401(K) and 403(B) Rollovers
  • Lifetime Income Planning
  • Retirement Income Planning
  • Safe Money Options
  • Social Security
  • Wills, Trusts, Estates
Retirement Planning

We are Cleveland Financial Solutions professionals. We take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

  1. What do you visualize yourself doing on your journey through your golden years?
  2. How are you going to position your life savings to provide funding for your vision?
  3. How can we position those assets in a way that provides you confidence and peace of mind?
  4. What are you going to do when and if the unexpected happens?
  5. What will happen to your assets when it’s time for you to pass on?
Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Some of our Insurance Services include the following, but not limited to:

  • Accident Insurance
  • Critical Illness Insurance
  • Dental Insurance
  • Click Here for a Dental Quote from Ameritas Dental
  • Click Here for a Dental Quote from GPM Dental
  • Disability Insurance
  • Final Expense Life Insurance
  • Funeral Trust Insurance
  • Health Insurance
  • Indexed Universal Life Insurance
  • Life Insurance
  • Living Benefits Insurance
  • Long Term Care Insurance
  • Medicare Insurance
  • Medicare Supplemental Insurance
  • Mortgage Protection Insurance
  • Short Term Major Medical Insurance
  • Vision Insurance
Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you’ll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you’ll need to use more sophisticated techniques in your estate plan, such as a trust.

Medicare

What is Medicare and What Does it Cover?

Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.

Some of our Medicare Services include the following, but not limited to:

  • Medicare Insurance
  • Medicare Supplemental Insurance
  • Medicaid Crisis Planning

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

Give

Provide for the people and causes you care about the most.

Ready To Take

THE NEXT STEP?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at (610) 389-4077