Jim welcomes you to the new website and highlights some of the exciting features available, while also providing some background on the principles and values that make Lineweaver Financial Group one of Northeastern Ohio's leading Financial Advisories.
The Lineweaver Financial Group is one of Northeastern Ohio's most respected financial advisory firms. Our independent professionals start by using our unique Life-Stage-Mapping-Process! to create a fully-coordinated financial plan based on your particular needs, and those of your family.
Then, to insure you receive all the benefits of professional coordination, and to save you time and money, your plan is conveniently implemented and continuously monitored at our one-of-a-kind WealthWatch! Center in Valley View. At Lineweaver Financial, we really mean, "one call does it all."
"The day I attended a Lineweaver Financial Group Educational Program was a great turning point in my life." -Ann K.*
Our next series will begin after Labor Day! Enjoy your summer!
Coordinating Investments and Taxes
You are at the stage that when the gutters need cleaning, and you’re not doing it yourself like you used to. You are smart enough to ask for help from a family member, maybe a son or daughter-in-law. But at what point do you get family members involved in your finances?
479 Time is what we want most, but what we use worst. - William Penn