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Coupons for this service

  • $45 OFF Any Federal Tax Return

    New clients only. Coupons may not be combined with any other offer. With Valpak�� coupon only. Coupon void if altered. Expires Sun Mar 11 23:59:59 EDT 2018.

  • FREE Consultation & Initial Review

    No commissioned product sales. New clients only. Coupon void if altered. Expires Sun Mar 11 23:59:59 EDT 2018.

  • FREE State Filing With Federal Tax Preparation

    New clients only. Coupons may not be combined with any other offer. With Valpak�� coupon only. Coupon void if altered. Expires Sun Mar 11 23:59:59 EDT 2018.

We believe in the value of financial planning and advice and put your financial needs and goals at the center. Financial planning is a process and not a product, therefore, sales are not our purpose. We are fee-only fiduciaries. We help you to make informed decisions and offer knowledgeable advice about your whole financial picture to bring your financial world into focus.

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Marketing Message Save Time. Save Money. Save Hassle.
Service Area Serving Northeast Ohio.
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Serving Northeast Ohio

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