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July 13, 2020

Should I Make my Young Child or Grandchild the Beneficiary of my Retirement Account?

Oftentimes, clients want to leave a retirement account to a minor child or grandchild (one who is under 18 years old). Sometimes a spouse is the […]
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Fairview Park
19443 Lorain Road
Fairview Park, OH 44126

Highland Heights
840 Brainard Road
Highland Heights, OH 44143

Phone: 440-333-2503
Fax: 440-333-9650

Hours: Mon-Fri 9am – 5pm

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