Skoda Minotti’s Financial Services Group works closely with individuals and families to develop solid plans designed to achieve their ultimate financial objectives.

Regardless of your investment experience or level of wealth, our Financial Services professionals are there alongside you to help you plan and navigate the financial implications of life-changing events such as the sale of a business, changing jobs, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one.

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Financial Services

Asset Management

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

Financial Planning

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

Retirement Planning

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

College Planning

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

Insurance Consulting

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

Senior Service

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

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.

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.

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.

Listen. Understand. Plan.

Learn how our team works collaboratively to meet your challenges.

Our Professionals

Questions? Contact Us:

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