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.

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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 - Apr. 18, 2017

• U.S. Producer Prices Fall - According to the Labor Department, U.S. producer prices fell in March 0.1% for the first time since August.

• U.S. Dollar Drops - The U.S. dollar dropped 0.7%, after President Trump told the Wall Street Journal that the dollar is “getting too strong.”

• Wells Fargo Flat Q1 - Wells Fargo reported flat first-quarter profits amid larger costs and lower mortgage banking income as the bank continued to move beyond its issues over unauthorized customer accounts.

Financial and Economic Brief - Apr. 11, 2017

• Unemployment Rate Down - According to the U.S. Labor Department, the unemployment rate fell to 4.5% in March, the lowest in a decade.

• Russian Stock Markets Down - The Russian ruble fell 1% against the U.S. dollar and Russian stock markets fell 1.8% at the end of last week as American military action in Syria began.

• Toyota Invests in U.S. - Toyota is set to invest more than $1.3 billion in its car manufacturing plant in Kentucky, its largest factory, in a “massive retooling project designed to expedite vehicle development.”

Financial and Economic Brief - Apr. 4, 2017

• Consumer Sentiment Lower than Expected - According to the University of Michigan’s Consumer Sentiment Index, the final March consumer sentiment reading came in lower than expected on Friday hitting 96.9.

• Mexico “Pivots Away” from U.S. - Mexican government officials started talks with their EU counterparts today to update their free trade agreement.

• Economic Reports Due This Week - Economic reports due this week will be underscored by the monthly employment numbers.

Financial and Economic Brief - Mar. 28, 2017

• Modest Economic Growth? - According to a recent survey of economists by the National Association for Business Economics, the U.S. economy is expected to grow this year and next, “yet remain modest”, despite President Trump's plans to cut taxes.

• Stock Recover After Bill Removed - After it was evident that the proposed healthcare bill would be defeated in a vote, the Dow fell over 100 points on Friday.

• The Unknown: February Consumer Spending - February’s consumer spending report is due this week where we will find out whether a pattern of weak economic growth early in 2017 has continued.

Financial and Economic Brief - Mar. 21, 2017

• Factory Production Rose in February - According to the Federal Reserve, U.S. factory production rose 0.5% in February from January with factories producing more autos, steel and computers.

• Short Term Rate Rises - The Fed raised a key short-term interest rate last week by a quarter-percentage point to a new range of 0.75% to 1.00%.

• U.S. Stocks Unchanged - U.S. stocks to open unchanged as investors processed the G20's decision to abandon a pledge to keep global trade free and open due to an "increasingly protectionist United States" after the recent two-day meeting failed to produce a compromise.