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College Planning Consultation

Make the most of the college selection process.

Which Medicare plan is right for you?

Medigap, Medicare Advantage, Medicare Part D?

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Have a financial question? We're here to help.

Skoda Minotti Financial Services

ASSET MANAGEMENT

The key to sustained financial growth is proper asset allocation. Learn about our Cleveland asset management services here.

COLLEGE PLANNING

Selecting a college is one of the biggest financial decisions many families will ever make. Let our college planning advisors help.

ESTATE PLANNING

We can help you utilize your estate plan to create, leverage and protect your wealth. Learn more about our Cleveland estate planning advisors.

FINANCIAL PLANNING

Failing to plan for your financial future is like planning to fail. Learn more about our Cleveland financial planners.

INSURANCE CONSULTING

Protect your most important investments with the right personal or business policy. Learn more about our Cleveland insurance consultants.

MEDICARE INSURANCE

Our goal is to ensure you have the coverage that is best for suited for your personal situation. Learn more about our Medicare Insurance Services.

RETIREMENT PLANNNING

A sound retirement plan clearly defines your retirement goals and objectives. Learn more about our Cleveland retirement plan advisors.

SENIOR SERVICES

Looking to significantly reducing the potential burden of your long-term care down the road? Learn more about our long term care financial planners.

401(K) ROLLOVER

If a rollover is done properly and all rules are followed, there will be no taxes or penalties. Learn more about our 401(k) plan rollover services.



Is your current financial strategy driving you to your chosen destination? Play the video below to learn more.