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Services

MOST PEOPLE DON'T PLAN TO FAIL...THEY FAIL TO PLAN...TAKE CHARGE AND REALIZE YOUR DREAMS!

At Ohio Financial we can make a difference in five main areas:
(see chart below)
  • Senior Market Services
  • Business Plans
  • Asset Management
  • Protection Management
  • Debt Management

At Ohio Financial we believe there are three phases in your investment life...

  • Accumulation Phase (ages 18-50)
  • Preservation Phase (ages 50-65)
  • Distribution Phase (ages 65 and up)

Where are you? Where are your investments?

  • "Financial Plan Analysis" (Complimentary for Gold-Key Clients)
        ($99 For New Clients)
        ( $250 For Web-Site Visitors)
  • "Mutual Fund Overlap Analysis" (Complimentary for Gold-Key Clients)
        ($49 for New Clients)
  • "Diversification Analysis" (Complimentary for Gold-Key Clients)
        ($49 for New Clients)

    • Coming soon

    • Complimentary interactive "Build Your Own Portfolio" (For all Website Visitors)

Asset Management

  • College Savings Plans
  • Emergency Funds
  • Retirement Plans
  • Traditional IRA
  • Roth IRA
  • 403 (B)
  • Mutual Funds
  • Variable Annuities
  • UGMA/UTMA
  • 529 Plans
  • Separately Managed Accounts
  • Stocks, Bonds & ETF's
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  • Key-Man Insurance
  • Buy/Sell Agreements
  • Disability/Health Plans
  • Dental/Vision/Prescription Plans
  • Retirement Plans
  • Payroll Deductions
  • 401(k) Profit Sharing Plans
  • Financial Employee Assistance
  • Financial Exit Counseling
  • Simple & SEP IRA Plans
Protection Management
  • Income Protection
  • Term Life Insurance
  • Health Protection
  • Pre-paid Legal Protection
  • Disability Insurance
  • Auto/Homeowner's Protection
Senior Market Services
  • Fixed Annuities
  • Equity Index Annuities
  • Long Term Care Options
  • Stretch IRAs
  • Medicaid Solutions
  • Fixed Income Stream
  • Third Party-Trusts, Wills, Powers of Attorney
  • General Estate Planning Strategies
  • Senior Seminars
Debt Management
  • Debt Stacking Strategies
  • First Mortgage Refinance
  • New Purchase Mortgages
  • Consolidation Loans
  • Equity Loans
  • Acceleration Programs
  • Bi-weekly Mortgage Programs


Ohio Financial, Anastasakis & Associates
Telephone; (216) 749-3000 FAX; (216) 749-0129
5923 Broadview Rd. Parma, OH 44134
This website is valid to Ohio residents only.
Securities offered through J.W. Cole Financial, Member NASD/SIPC Investment Advisory Services offered through Cornerstone Asset Management Services, Inc. (CAMS)a Registered Investment Advisor. Ohio Financial, Anastasakis & Associates is independent of J.W. Cole Financial and CAMS.