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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

HOT TOPIC: Full Employment: Are We There Yet?

The current jobs picture and the meaning of full employment in the post-recession economy.

How the Cloud Can Help Meet Technology Needs

About 37% of small businesses are operating in the cloud, and it’s estimated that 80% could be doing so by 2020.

The Rise of Socially Conscious Investing Strategies

Socially conscious investing strategies can help investors build a portfolio that aligns with their personal values.

Life Policies Plus Long-Term-Care Benefits

Two insurance strategies that may help prevent savings from being depleted by the escalating cost of long-term care.

More Newsletters →

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