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 - March 3, 2020

• Potential Rate Cuts Coming - In response to the coronavirus scare, there’s a chance that the Fed could take policy back to where it was during the financial crisis of 2008.

• Britain’s Mandate for Trade Talks - Britain unveiled its mandate for trade talks with the U.S., with Prime Minister Boris Johnson vowing to drive a hard bargain in negotiations.

• Stock Market Plummets - U.S. stocks fell as fears escalated over the fast-spreading coronavirus, with Wall Street capping its worst week since the global financial crisis of 2008.

Financial and Economic Brief - February 4, 2020

• Continued Gains in Consumer Spending - The U.S. economy grew 2.1% in Q4 of 2019, closing out a year in which GDP decelerated to its slowest pace in three years.

• Chinese Shares Drop amid Coronavirus - Stock markets in China fell as traders rushed to sell amid continued fears about the impact on the global economy of the coronavirus epidemic.

• Oil Prices Fall - Oil prices fell because of the concern over demand in China after the coronavirus epidemic.

Financial and Economic Brief - January 7, 2020

• Consumer Confidence Dips - According to The Conference Board, U.S. consumer confidence “dipped slightly” in December. The metric came in at 126.5 for the month, down from 126.8 in November.

• Oil Prices Rising - Oil prices rose over 1% on Monday, pushing Brent above $70 a barrel.

• Gold Highest in 7 Years - Global investors are going into safe haven assets as fallout continues from the U.S. killing of Iran’s top general, Qasem Soleimani.

Financial and Economic Brief - December 3, 2019

• Moderate Growth in Q3 - The U.S. economy grew at a moderate 2.1% rate over the summer, slightly faster than first estimated.

• OPEC to Deepen Cuts - OPEC and its allies plan to deepen oil cuts and have the deal in place so it runs at least until June 2020.

• Tariff Threat Renewed - President Trump announced that the U.S. will “restore” steel and aluminum tariffs on Brazil and Argentina, citing a “massive devaluation of their currencies.”

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in October to 125.9 from a September reading of 126.3 as worries over business conditions and employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its third-quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the three main indexes to record highs, as hopes of a U.S.-China trade deal and an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.