Life InsuranceBuying life insurance is not easy, because it means having to face the inevitable. It means having to answer the question: What would you like to see happen if you were to walk out on life unexpectedly?
Retirement PlanningWhat does your retirement distribution paycheck look like? Let us help you determine if you’ll have enough to achieve your life goals as you transition from working to maybe travelling, volunteering, or whatever your passion might be. Click here to find out how.
Business SolutionsWe know business owners are keenly aware of how their company is either spending or saving time and money, Bottom line, we believe you should only have to make one phone call when you or your employees need questions answered about their retirement plan. In fact, the process for choosing an employee health or retirement plan for your employees should be made simple and not left up to chance. Call us today for an assessment of how much your plan is costing your company and let us help you determine if it makes sense to stay where you are or look for another solution.
Family SolutionsHow do we plan for a family raising a child with special needs, just like any other family – very carefully. Planning and navigating through the maze of resources can be a bit overwhelming for anyone. Let us help you. We can help you assess your current and future financial requirement by first taking some little steps toward planning.
Financial PlanningAdopting your vision and making it our commitment is very important to us; just as knowing your specific goals increases the chances of your success in realizing your vision.
Core Planning Areas
Small Business Retirement Plan
Ohio National offers small business retirement plan solution.
Special Needs Planning Workbook
One of the most important planning documents you can create is a letter of intent. It provides the crucial information future caregivers will need to properly care for, support and emotionally nurture your child. Combined with estate planning documents such as wills and trusts, and proper funding, you will have peace of mind knowing that all of your child’s medical, emotional and financial needs will be satisfied.