OHIO
James Lineweaver
Lineweaver Financial Group
City: : Valley View
State: Ohio
Phone:
(216) 520-1711
Company: Lineweaver Financial Group
David Wright
Wright Financial Group, LLC
City: Toledo
State: Ohio
Phone: (858) 278-4244
Company: Wright Financial Group, LLC
Why Choose Us
Ohio retirees face important decisions involving dependable income, healthcare costs, market uncertainty, taxes, and protecting their savings throughout retirement. Our income-focused specialists understand these concerns and create personalized strategies designed to help you:
Create reliable retirement income
Reduce market risk while maintaining long-term growth potential
Coordinate retirement income, investments, and tax considerations
Prepare for healthcare costs and unexpected expenses
Protect your savings and the legacy you want to leave behind
Our Approach
Personalized Planning
We take time to understand your unique situation, goals, and concerns to create a strategy designed specifically for you.
Risk Management
Our focus is on protecting your principal while creating reliable income streams throughout your retirement.
Ongoing Guidance
We’re with you every step of the way, adjusting your plan as your needs and the markets change.
Local, Personal Support
Work one-on-one with a local specialist who understands your community and your needs.
Need help finding a local specialist?
Our team is here to connect you with a licensed advisor who can help you plan for a more secure retirement.
Contact Us
Or call us at (866) 444-5260