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Intelligent Investors Understand the Value of Coordination

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Events

Fall 2019 Education Event

A program designed to help you make intelligent financial decisions. Will Congress Make Retirement More SECURE? The SECURE Act has passed the House, but what would it mean for your retirement? Join Financial Advisor Mark Niederhelman for a special edition of our FALL 2019 EDUCATION EVENT A PROGRAM DESIGNED TO HELP YOU MAKE INTELLIGENT FINANCIAL DECISIONS Will Congress Make Retirement More SECURE? The SECURE Act has passed the House, but what would it mean for your retirement? Join Financial ...

Lineweaver TV / Media

Jim Lineweaver, CFP®, AIF® is a Certified Financial Planner Professional with over a quarter century of experience advising private and corporate clients. He has appeared regularly in the media, including television programs such as the Golden Opportunities show on WKYC Channel 3, and NewsNet 5's "WealthWATCH" segment.
Currently, Jim appears every Sunday as the Financial Quarterback on Fox 8, just before the 10 AM news with Chris Wallace. We invite you to view some of Jim's past segments  here.

Recent Blog Posts

Posted September 19, 2019

In past articles, weve discussed the pros and cons of private foundations and donor advised funds,...

Posted August 29, 2019

Many people dont know that over 69% of people turning 65 this year will need some sort of long-term...

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