Services

Financial resources can mean different things to all of us. Regardless of where you are in your financial travels, finding someone to help with your journey is a highly selective process. That's why at Cleveland Financial Group, we make it our priority to get to know you as a person and not just a client. We strive to provide you with the most complete course of action possible, with an ultimate goal in mind – Financial Independence.

We believe that every situation is unique and there are no standard financial solutions. We tailor our financial services and solutions to help meet your specific needs and financial goals. With expertise in: Retirement, Insurance, Investments and Social Security strategies, we believe we can assist individuals from all different phases in life.

Our products and services include:

Retirement
Insurance
Investments
Social Security strategies

Latest News

Financial and Economic Brief - May 1, 2022

• Is Elon Musk’s Purchase of Twitter More Than Just the “Freedom of Speech” Issue? – The media stir about Musk’s acquisition of Twitter is that free speech is being impeded on Twitter.

• What Will be the Impact of China’s Economic Set-Back During 2022? – China’s economy is being seriously impacted by the Covid Pandemic.

• Rents for Apartments, Condos and Homes Have Been Soaring! – Investors are buying-up home properties as a way to maximize return on investment and to deal with the impact of inflation.

Financial and Economic Brief - March 1, 2022

• Last Date to Make IRA Contributions for 2021 – It’s unusual for the IRS to provide tax deductions beyond December 31st.

• Paco’s Law – This is a New One! – Paco de Leon is a little-known name in the world of financial planning.

• Is the Supply Chain Improving? – In a massive effort in distribution logistics, the port of Los Angeles is slowly getting a grip on unloading the ships that have been backed up.

Financial and Economic Brief - February 1, 2022

• The Fed is Closing in on the First Rate Hike of 2022 – Fed Chairman Jerome Powell announced inflation has not come down on its own thus a rate hike is probably justified in March.

• The Lucid Air is Giving Tesla Electric Vehicles a Run! – The electric vehicle industry is running on all cylinders, or more accurately, on all batteries!

• Tightened Belts Causing Many to Reassess Dental Insurance Coverage – How do those affected by increasing inflation, analyze their budgets to determine if they are maximizing their outlay for insurance.

Financial and Economic Brief - January 1, 2022

• How the Money Supply is Looking as we Turn Over the Calendar – The threat of ongoing inflation may be a result of the US Government and supply chain shortages.

• Shifts in the Paper and Pulp Industry Target 2022 as a Banner Year – The printing industry has been virtually decimated by technology in the form of email & downloadable brochures.

• 5 Steps You Need to Take If Planning to Retire in 2022 – Once you make the decision to retire there are several very important steps that potential retirees should consider.

Financial and Economic Brief - December 1, 2021

• Projected Growth for the US Economy in 2022 – Many economic pundits provide annual projections for the coming year.

• Are the Oil Companies Making Huge Profits While Americans Feel the Pain at the Pump? – Ask friends, family and neighbors about how much it is costing them to fill-up that SUV at the petrol station.

• The New IRA Contribution Rates Are Out for 2022; You’ll Be Happy to Know There Are Many Increases – The IRS has recently released the new IRA contribution rates and limits.