To some people, risk management means protecting tangible assets like your place of business, home and car. But to the people of Savage & Associates, it means safeguarding your quality of life through your working years, to retirement and beyond.

We focus our risk management approach on:

  • Helping you achieve financial goals through the development of a comprehensive financial strategy.
  • Protecting your income and assets from financial disaster due to illness, injury or death.
  • Preserving what you've worked hard to build through the creative application of a full range of business and estate planning services.

Savage & Associates' risk management products and services include:

Personal Financial Management
Survivor Benefit Planning • Salary Continuation/Disability Planning • Wealth Creation Planning • Retirement Planning • Educational Funding • Mortgage Reduction Planning • Health Care Planning

Insurance
Life Insurance for Individuals and Business Owners • Disability Income Insurance • Group Life and Health Insurance • Health Insurance for Individuals • Long-term Care Insurance

Business Continuity
Business Succession Plans • Buy and Sell Agreements • Business Insurance Analysis and Funding • Family Consulting • Business Continuity Trusts

Estates and Trusts
Will Planning • Testamentary Planning • Living Trusts • Generation Skipping Trusts • Charitable Remainder Trusts • Charitable Lead Trusts • Family Limited Partnerships • Wealth Preservation Consulting

Securities offered through registered representatives of Walnut Street Securities, Inc., (member FINRA/SIPC), a MetLife company. Savage & Associates is not a subsidiary or control affiliate of Walnut Street Securities.

This website is intended for the legal residents of Ohio and Michigan only.


Risk Management Products & Services
Personal Financial Management

Insurance

Business Continuity

Estates & Trusts


Feature Articles
Switch to a Roth IRA

To Sell or Not To Sell

Plan for Long Term Care

Put Your Estate In Order

Protecting Important Documents

Combining Life Insurance

Insurance and Inflation

Coming Up Short

More Articles

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