Dedicated to building lasting relationships with clients through transparency and like mindedness, with a strong focus on sourcing insurance providers that can best service your needs.
DEFINED RETIREMENT
A reputation built on word of mouth, and the belief in morals over money.
Trusted Life & Annuity Insurance Carriers
Financial Insurance Plans
Life & Annuity
INSURANCE
At our firm, we specialize in helping individuals like you navigate the world of life insurance and annuities. Life insurance provides invaluable protection for your loved ones, ensuring their financial security in the event of the unexpected. Annuities, on the other hand, offer a reliable source of income during retirement, helping you build a stable financial future. Our team is here to guide you through the process, tailoring solutions to fit your unique needs and goals. Let’s work together to secure your financial well-being and peace of mind.”
Legacy Planning
INSURANCE
Legacy planning goes beyond just managing assets; it’s about ensuring that your values, wishes, and wealth are preserved and passed on to future generations in a meaningful way. Together, we’ll explore strategies to protect and enhance your legacy, whether through estate planning, charitable giving, or other wealth transfer techniques. Our goal is to create a comprehensive legacy plan that reflects your values, maximizes tax efficiency, and provides a lasting impact for your loved ones and the causes you care about. Let’s work together to build a legacy that lasts.”
Federal Employee
BENEFITS
As a federal employee, you have access to a range of unique benefits designed to support your financial well-being and provide security for you and your loved ones. These benefits encompass various aspects, including retirement planning, healthcare coverage, and life insurance options. Understanding and maximizing these benefits is essential for ensuring a stable financial future. Our team is here to help you navigate the complexities of federal employee benefits, tailor them to your specific needs, and make informed decisions to safeguard your financial security both now and in the years to come.
Executive Wealth
MANAGEMENT
Our mission is to empower you to navigate the complexities of wealth management with confidence and clarity. From strategic investment planning to comprehensive financial solutions tailored to your unique goals, our experienced team is dedicated to helping you build, preserve, and grow your wealth effectively. With a commitment to integrity, transparency, and personalized service, we’re here to be your trusted partner on the journey towards financial prosperity. Welcome aboard!
Joe Runza
Joe Runza is a licensed financial professional and federal employee benefit’s consultant that specializes in helping clients prepare for retirement. As a Fiduciary minded broker based out of Cleveland OH, he has been a trusted expert in the financial field since 2013.
“No matter what your age or circumstances getting help from a trusted source who truly cares is what matters.” - Joe Runza