council members providing Medicare / Long Term Care Insurance, Annuities or Investments
 

Council members serve many areas in Ohio. Click on the area links to the right, the map above, or scroll down to find help in your area.

 


Cincinnati Area: Butler, Clermont, Clinton, Hamilton and Warren Counties

Dayton Area: Champaign, Clark, Darke, Greene, Logan, Miami, Montgomery, Preble and Shelby Counties

Lima Area: Allen, Auglaize, Hancock, Hardin, Mercer, Putnam and Van Wert Counties

Toledo Area: Defiance, Erie, Fulton, Henry, Lucas, Ottawa, Paulding, Sandusky, Williams, and Wood Counties

Columbus Area: Delaware, Fairfield, Fayette, Franklin, Licking, Madison, Pickaway and Union Counties

Akron Area: Portage, Stark, Summit and Wayne Counties

Cleveland Area: Cuyahoga, Geauga, Lake, Lorain, Medina, and Ashtabula Counties

Youngstown Area: Columbiana, Mahoning and Trumbull Counties

Southeastern Ohio: Muskingum, Perry, Morgan, Guernsey, Coshocton, Noble, Belmont, Monroe, Washington, Athens, Hocking, Meigs, Vinton, Gallia Counties

Medicare / Long Term Care Insurance, Annuities, Investments about these services
Cincinnati Area:  
   
 
 

Mature Strategies, LLC - Charles Locy

We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Estate Planning / End-of-Life Advice, Medicaid Planning, Medicare Supplement, Advantage & Drug, and Veterans Benefits. You can reach me at (513) 509-0527

About Mature Strategies, LLC | Contact Charles Locy for Help & Information

Charles Locy
 
Dayton Area:  
   
 
 

Goodpaster Group - Tracy Goodpaster

We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Medicare Consulting, Insurance Consulting, Financial Planning, and Life & Supplemental Insurance Consulting. You can reach me at (937) 823-5105

About Goodpaster Group | Contact Tracy Goodpaster for Help & Information

Goodpaster Group
 

Bankers Life - Christina A Campbell

Helping my client protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way. You can reach me at (614) 942-7030

About Bankers Life | Contact Christina A Campbell for Help & Information

Christina A Campbell
 
Lima Area:  
  Allen, Auglaize, Hancock, Hardin, Mercer, Putnam and Van Wert Counties  
 
 

We can provide you contact with various elder care services in the Lima Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the Ohio Care Planning Council by clicking on the link below.

Click here to Request Assistance from the Ohio Care Planning Council

 
 
Toledo Area:  
  Defiance, Erie, Fulton, Henry, Lucas, Ottawa, Paulding, Sandusky, Williams, and Wood Counties  
 
 

We can provide you contact with various elder care services in the Toledo Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the Ohio Care Planning Council by clicking on the link below.

Click here to Request Assistance from the Ohio Care Planning Council

 
 
Columbus Area:  
  Delaware, Fairfield, Fayette, Franklin, Licking, Madison, Pickaway and Union Counties  
 
 

Bankers Life - Christina A Campbell

Helping my client protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way. You can reach me at (614) 942-7030

About Bankers Life | Contact Christina A Campbell for Help & Information

Christina A Campbell
 
Akron Area:  
  Portage, Stark, Summit and Wayne Counties  
 
 

Robert Hall - Affinity Advisory Network

Affinity Advisory Network is a referral partner company and local estate planning firm that comes highly recommended not only by its clients but also industry leading professionals, web sites and eldercare organizations. Robert Hall, it's President and founder had a vision to create a full service health and financial wellness facilitator with an emphasis on education for elder living. The company has many divisions with licensed financial and law professionals in every field of estate planning. It offers no cost no obligation consultations on LTC Planning, Insurance Investments, Elder Law, Medicaid Planning, Estate Preservation, Tax Planning and Home Healthcare services. Contact: (330) 956-8586

About Robert Hall | Affinity Advisory Network

Robert Hall
 

The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth

Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284

About the Milestone Center | Contact Dee Siegferth for Help & Information

Dee Siegferth
 

SFS Associates - Ted Ratliff

As Independent agents, we work for you not the Insurance Company. We represent many fine companies in order to help you find the insurance plans that best meet your need and circumstances. Whether you are confused about your Medicare Health Plan options, planning for your Final Expenses, or planning for your Long Term Care needs, we can help. We offer most of the major Medicare Advantage and Prescription Drug Plans as well as Medicare Supplements from almost all the major companies. We also offer most of the Final Expense plans that are available as well as Funeral Trusts allowing you to prepay your funeral and protect your assets. In addition we also offer Dental, Vision Hearing plans, Critical Illness and Cancer Plans, and supplemental plan designed to pay your Medicare Advantage co-pays and deductibles. We also offer a full line of Life, Health and Annuity products. We are truly a one stop shop for all of your insurance needs. You can reach me toll free at (877) 546-7441

About SFS Associates | Contact Ted Ratliff for Help & Information

Ted Ratliff
 
Cleveland Area:  
  Cuyahoga, Geauga, Lake, Lorain, Medina, and Ashtabula Counties  
 
 

Robert Hall - Affinity Advisory Network

Affinity Advisory Network is a referral partner company and local estate planning firm that comes highly recommended not only by its clients but also industry leading professionals, web sites and eldercare organizations. Robert Hall, it's President and founder had a vision to create a full service health and financial wellness facilitator with an emphasis on education for elder living. The company has many divisions with licensed financial and law professionals in every field of estate planning. It offers no cost no obligation consultations on LTC Planning, Insurance Investments, Elder Law, Medicaid Planning, Estate Preservation, Tax Planning and Home Healthcare services. Contact: (330) 956-8586

About Robert Hall | Affinity Advisory Network

Robert Hall
 

Edward Jones - Ron Dziedziak

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Continue reading...

You can reach me at (440) 716-1733

About Ron Dziedziak | Contact Ron Dziedziak for Help & Information

Ron Dziedziak
 

KAZ COMPANY - Kathy Hirko

KAZ Co is an independent insurance agency focused on Medicare insurance plans. We educate people to their options when they are turning 65, thinking about Medicare and/or retiring. We work with all of the major carriers, we do not charge to meet with people. If they choose to write a plan thru us, the plan pays us, they do not pay us. We are available to do presentations for groups or can meet with you on an individual basis. We have agents throughout Northeast Ohio. Feel free to give us a call to anwer any of your questions. You can reach us at: (216) 901-9300

About KAZ COMPANY | Affinity Kathy Hirko for Help & Information

Kathy Hirko
 

The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth

Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284

About the Milestone Center | Contact Dee Siegferth for Help & Information

Dee Siegferth
 
Youngstown Area:  
  Columbiana, Mahoning and Trumbull Counties  
 
 

FOREST GREEN FINANCIAL DAVID A LaRUE, JD, CLTC

If you are financially successful, you have one GIGANTIC HOLE in your plan for retirement, and for making sure those you love and value, who depend upon you, can handle the consequences of you needing extended care-- if you have not created a specific plan to address this possibility in your overall plan. I have worked with individuals and their families, as well as their trusted advisor attorneys, investment counselors and accountants, for over twenty years. I bring up this issue because it is vital to address even if quite unpleasant to face.

You can contact us at (740) 264-4285

About FOREST GREEN FINANCIAL | Contact DAVID A LaRUE, JD, CLTC for Help & Information

Elder Law
 

The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth

Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284

About the Milestone Center | Contact Dee Siegferth for Help & Information

Dee Siegferth
 
Southeastern Ohio:  
  Muskingum, Perry, Morgan, Guernsey, Coshocton, Noble, Belmont, Monroe, Washington, Athens, Hocking, Meigs, Vinton, Gallia Counties  
 
 

FOREST GREEN FINANCIAL DAVID A LaRUE, JD, CLTC

If you are financially successful, you have one GIGANTIC HOLE in your plan for retirement, and for making sure those you love and value, who depend upon you, can handle the consequences of you needing extended care-- if you have not created a specific plan to address this possibility in your overall plan. I have worked with individuals and their families, as well as their trusted advisor attorneys, investment counselors and accountants, for over twenty years. I bring up this issue because it is vital to address even if quite unpleasant to face.

You can contact us at (740) 264-4285

About FOREST GREEN FINANCIAL | Contact DAVID A LaRUE, JD, CLTC for Help & Information

Elder Law