Ohio Health Association

Description

We have a combined 35 years of experience in advising people who are nearing retirement or already enjoying it how to protect their assets and reduce their taxes through proper estate planning.

Our accounting firm has reviewed all 907 pages of the text, which is full of new financial mandates. Inside you will find a summary of the taxes, fees, penalties and benefit reductions that will most significantly impact you, your business or your employer. As employers feel the increasing burden of these requirements, it is possible that their response may be to lower benefits and/or reduce the amount they are willing to pay, leaving more for you to personally fund, both now and in the future.

One of the things I most enjoy about my practice is meeting and helping people. From day one, I've made it our business to put the needs of the individual consumer first. For 32 years and counting, the Financial Health Services family of companies has remained steadfast in our commitment to keep our clients' best interest as our main focus. I take great pride in the work that I do on your behalf and strive to build my practice on the utilization of companies and products that ensure successful performance of your money, thereby increasing your satisfaction.

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