Ohio Financial, Anastasakis & Associates

Creating & Managing Wealth...Because it's Your Future!

Welcome to our new, updated web site, where you’ll find a wealth of information in the form of newsletter articles and calculators.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management and to help you learn more about who we are. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Know Your Credit Score

Do you know your FICO score? Here are some tips on how to improve your credit score and maintain your high score.

The Tax Treatment of Travel Expenses

Guidelines for business owners and self-employed individuals for writing off travel expenses when business and vacation time overlap.

Working for Yourself — and Your Future

Three retirement plan options available to self-employed individuals and small businesses.

Universal Life for Flexibility

With a universal life insurance policy you can change the frequency and amount of premium payments or death benefit.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck