Retirement Planning Services in Mansfield, OH

The evolution from full employment to full retirement is often spread out over several years. For many, those years fall between the ages of 62 and 70. During this “transition window,” retirees will need to make a variety of decisions – some of which are irrevocable – that can significantly impact your family’s ability to maintain financial independence for a lifetime. These decisions include Social Security elections, Medicare enrollment, company retirement program distribution elections and annuitization options, to name a few.

Your success will ultimately depend on how effectively you manage the financial challenges in your retirement transition window. If you’re looking forward to enjoying a busy, active retirement with the freedom to chase new opportunities, revive old passions and realize long held dreams, then you may want to ask yourself:

  • Do I have enough information to make irrevocable decisions that may alter my financial independence and impact my family?
  • Is this important enough to investigate my options?
  • Am I willing to accept help to do so?
  • If this issue is important to you, it is important to us. Let’s sit down and talk specifics.

Request Information

Please let us know how we can serve you.




Our Location

Cleveland Financial Group

108 North Main St., Rear Building
Mansfield, OH 44902
ph: 419.522.4333
fax: 419.522.3303
chuck.hahn@lfg.com

Latest News

Financial and Economic Brief - September 19, 2017

• August Retail Sales Fell More Than Expected - According to The Commerce Department, U.S. retail sales fell 0.2% in August, more than forecasted, suggesting “moderation” in consumer spending in Q3.

• Gas Prices Coming Down… Slowly - Prices jumped 32 cents a gallon in two weeks as refineries in the Houston area were closed.

• Northrop Grumman to Buy Orbital - U.S. defense contractor Northrop Grumman Corp said on Monday it would buy missile and rocket maker Orbital for $7.8 billion in cash.

Financial and Economic Brief - September 12, 2017

• Gas Prices Rise after Harvey - After Hurricane Harvey the average price of gasoline rose, prompted by oil refinery closures..

• ARAMCO IPO Still on Track - Saudi Arabia is still on track to sell part of its oil company ARAMCO on the stock market in 2018 despite changes to its economic revival plan.

• BP Files for IPO - British energy company BP filed for an initial public offering of its pipeline assets in the U.S.

Financial and Economic Brief - September 5, 2017

• August Auto Sales Down - According to Autodata, auto sales totaled 16.14 million in August, down almost 2% from last August.

• Lego to Cut jobs - Lego announced that it is cutting 1,400 jobs, or 8% of its workforce, as part of a “broad overhaul” of its strategy.

• Gasoline Prices Rise, Dollar Weakens - According to Fed Governor Lael Brainard, since inflation is falling “well short” of its target the Fed should be careful about raising interest rates until it is confident that prices are moving higher.

Financial and Economic Brief - August 29, 2017

• Durable Goods Orders Fall - New orders for key capital goods rose more than expected in July, and shipments surged, pointing to an acceleration in business spending early in the 3rd quarter.

• New Sanctions on Venezuela - An executive order was signed on Friday barring U.S. citizens and banks from buying new bonds from the Venezuelan government or its state oil company Petroleos de Venezuela.

• Gasoline Prices Rise, Dollar Weakens - U.S. gasoline futures rose to 2-year highs while an already weak dollar fell to a 16-month low on Monday as Tropical Storm Harvey hit the U.S. energy sector & raised concerns about the economy.

Financial and Economic Brief - August 22, 2017

• Debt Ceiling Increase - According to Senate Majority Leader Mitch McConnell, the U.S. government will raise the debt ceiling and avoid defaulting on its debt.

• European Stocks Gain - European stocks broke a losing streak on Tuesday, adding to gains in other markets and advanced by rising commodity prices.

• Fed Divided Over Inflation in July - Minutes from the Fed meeting in late July show Federal Reserve policymakers were worried about inflation, but for two opposing reasons.

Financial and Economic Brief - August 15, 2017

• Eurozone Industrial Output Down - According to the Eurostat statistics agency, industrial output across the 19 countries that make up the eurozone fell in June, likely illustrating the “export-sapping” impact of the rising euro.

• Consumer Prices Rise Less Than Expected - According to the U.S. Labor Department, U.S. consumer prices rose less than expected in July rising only 0.1%.

• All S&P Sectors Higher - Wall Street opened higher today, all 11 major S&P sectors, as investor sentiment was lifted by easing tensions in the Korean peninsula.