products and services
- Fee-Based Asset Management
- Mutual Funds
- Variable Annuities
- Real Estate Investment Trusts (REITs)
- 529 College Savings Plans
- Full Brokerage Capacity
- Savings Accounts
- 401(k), Profit Sharing, and Pension Plans
- IRAs, including Rollovers and Roth
- Variable and Term Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
We provide investment and insurance solutions for businesses and individuals, offering personalized recommendations and assisting with the implementation of each investment plan. We take pride in helping clients determine and pursue their financial goals.
Our registered professionals provide investment strategies focused on competitive returns and coordinated with income tax planning. We achieve this through broad diversification of investments, and we develop investment strategies to address each client's unique risk profile, time horizon, and goals.
We offer a world-class array of financial products through our broker dealer, Multi-Financial Securities Corporation.
We specialize in:
- Wealth accumulation planning
- Education planning
- Retirement planning
- Deferred compensation program structuring
- Qualified retirement plans and group benefits
- Risk management
Wealth Management Seminar: Tranforming Social Security into a Winning Retirement Strategy
Wednesday, June 13 from 6-7:30 p.m. at LockKeepers in Valley View
Join SS&G Wealth Management and Black Rock for this educational presentation. As you approac retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement plans. Join us for an overiew of
- How Social Security Benefits work for you
- When and how you can start receiving Social Security benefits
- Opportunities to increase benefits throughout retirement
RSVP by Monday, June 4, to Kimberly Nelson at 330-598-2208 or KNelson@SSandG.com.
SS&G is dedicated to empowering women in all aspects of their lives, so we established flourish, a program designed specifically for women and their unique financial needs. Click here to learn more about flourish.
Registered representative of and securities and advisory services offered through Multi-Financial Securities Corporation, Member FINRA/SIPC. SS&G Wealth Management is not affiliated with Multi-Financial Securities Corporation.