Iplangroup

Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clients’ needs, for instance relocation for jobs or retirement.

Invesmart Inc. is a financial services firm located in Westlake, OH, that specializes in financial planning and investment services. The company works closely with clients to help them achieve their financial goals through services such as financial, retirement, education, and estate planning. With a focus on personalized financial strategies, Invesmart Inc. aims to provide comprehensive solutions to meet the individual needs of each client. Their expertise and dedication ensure that clients receive tailored advice and guidance for their financial future. Generated from their available business information

Safe Money Group, located in Rocky River, OH, is a trusted financial advisory firm specializing in retirement planning, Medicare assistance, and life insurance with living benefits. Led by David Haugh, LUTCF, their team provides valuable information, simple explanations, and effective strategies to help individuals and businesses achieve financial well-being. With a focus on personalized solutions, Safe Money Group offers free life guides, financial worksheets, and calculators to help clients organize their finances and make informed decisions. They also provide inspiration through quotes and articles, fostering a positive attitude towards financial planning. As a reliable resource, Safe Money Group offers important links to reputable organizations such as Life Happens and Smart About Money, ensuring clients have access to reliable information and resources. Generated from the website