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

Request Information

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 - September 3, 2020

• Are people moving out of the cities to suburbia? - There has been a lot of buzz around whether the Covid-19 Pandemic has more people fleeing the large cities for the suburban life.

• The Best New Careers of 2020 – It’s no longer a secret! - Many people often wonder what jobs will produce the best possible future for themselves and their families.

• Retirement Savings Tips for 45 – 54 Year Olds - Retirement planning is always a challenging process. This is generally because individual goals change and the cost of living is a moving target.

Financial and Economic Brief - August 4, 2020

• A Q2 Economic Evaluation - Now that the American Economy has gone through at least one quarter of Covid-19, we have an opportunity to glance back at the equity markets to see how they performed.

• International Monetary Fund’s Latest Update - Countries around the world share the same apprehensions about financial health of economies as well as physical health of the people.

• Top 10 Technology Trends of 2020 - The rapid growth of technology is paving the way for career growth in 10 different but connected areas.

Financial and Economic Brief - July 3, 2020

• The Trend in Wage Growth and Spending - The country’s unemployment rate has leveled off and Americans have shown remarkable resilience in the face of high unemployment numbers.

• Mortgage Rates are the Lowest in Years - For individuals and families who are looking to buy a new home, interest rates are low and expected to potentially go lower.

• Where are Oil Prices Headed? - Decades ago no American would have believed that the price of a barrel of oil would drive a wedge between OPEC oil producing nations.

Financial and Economic Brief - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Financial and Economic Brief - May 6, 2020

• Here are Important Social Security Changes for 2020 - For today’s retired Americans, it frequently represents a healthy amount of their monthly income.

• Did the SECURE Act Kill the Stretch IRA? - Individuals who have successfully used IRA’s as an estate tax planning tool may be trying to find new ways to leave assets to named beneficiaries in a way that minimizes the long-term effects of the estate tax.

• Warren Buffett has Sold Berkshire Hathaway’s Position in Airline Stocks - The Oracle of Omaha doesn’t always get it right (but so far his track record has been mighty impressive!)