Living Life to the Fullest at Oakmont Senior Communities
It’s no secret that people today are living longer. At Oakmont Senior Communities in Southeast Michigan, they’re also living better, enjoying the amenities, care and extra touches that make life rich and rewarding.
Oakmont Senior Communities is dedicated to one mission: helping seniors live life to the fullest. “Our residents can count on us for the help and support they need to feel safe, secure and fulfilled in their retirement years,” says Adam Kalaydjian, Director of Operations for the Michigan-based company. …Read More
Leading the Way – Transforming Services for Older Adults
Ohio Presbyterian Retirement Services (OPRS), Ohio’s largest not-for-profit provider of continuing care retirement communities (CCRCs) and services, is lending its considerable experience to one of the nation’s most rapidly growing challenges – care of our aging population.
“According to Pew Research, every day for the next 18 years 10,000 baby boomers will turn 65. At the same time, public funding for vital support services is dwindling,” says OPRS President and CEO Laurence C. Gumina. “A transformation in the way agencies, organizations and businesses serve older adults is underway.” …Read More
Holistic Retirement Planning, Comprehensive Wealth Management
They’re the largest and arguably the most influential generation in history, pacesetters and tastemakers in everything from music to politics, fashion to fitness. Now, as millions of baby boomers move into retirement, they need someone to show them the way – a trusted partner with the expertise and experience to help them make the most of their retirement years. For thousands in the Kansas City metro area and beyond, that partner is Retirement Solutions Group, Inc. …Read More
Independent Financial Services Firm Works for Its Clients – and Not a Company
For the second year in a row, Affinity Asset Management has been featured by EMI Network in a special promotional section in Forbes magazine honoring Kansas City Financial Leaders.
Have you ever wondered why your advisor chose certain financial products for your investment portfolio? Surprisingly, it’s a question people rarely ask. But they have a right to, and they should, says Mark Roberts, owner and president of Affinity Asset Management, a full-service investment advisory firm in Overland Park, Kansas. …Read More
Seasons of Advice® Offers Disciplined, Proactive, Coordinated Approach to Financial Planning
“People who have been accumulating wealth over the years commonly find they only have a ‘piecemeal’ approach to their finances,” says Certified Financial Planner Robert Meyer, a private wealth advisor with Ameriprise Financial.
Meyer and his team, including financial advisors Gregory Allison, Adam Crews and Brian Meyer, help their clients steer through today’s volatile economic markets. …Read More
A New Generation of Wealth Management
Experience is crucial in the world of wealth management. With the financial future of every client at stake, wealth managers clearly have to know what they’re doing. It helps to have already been there and done that – many different ways and many different times.
That would make a good introduction to The Ferguson-Smith Group at Morgan Stanley. Except there’s more.
Today’s financial environment is no place for the slow and passive. Times change. Regulations change. Products change. …Read More
Deeply Invested in
Providing Excellent Service
In the financial services industry, words like stability, integrity and commitment are frequently used. The more they’re used, however, the less meaningful they seem.
Not so at Keating & Associates. The firm has been helping individuals and business owners bring order and purpose to their financial lives since 1975. Keating & Associates now comprises six offices and 52 associates nationwide. Several advisors who have been with President and CEO Pat Keating from the firm’s inception have children who have since joined the team. …Read More
Aggressive Litigation, Skillful Resolution
When a chartered bus crashed in Georgia, killing seven and injuring 28, insurance companies resisted paying claims due to a dispute over commonly used policy language. The Ohio law firm of Connelly Jackson & Collier (CJC Law) was there to help. The Toledo-based firm took the lead in an appeal to the Ohio Supreme Court, making available $21 million for the victims of this tragedy.
When residents of a northern Ohio community grew tired of noxious odors and significant environmental problems associated with a large egg production facility, Connelly Jackson & Collier stepped up to help. The result: a negotiated settlement for $50 million. …Read More
CLIENT-CONFLICT AND BOUTIQUE
Shea, Coffey & Hartmann Excels at the Most Complex Litigation
Conflicts are inevitable in the closely intertwined worlds of law, business and finance. Law firms, especially larger ones, often have to turn down representation because a client in another matter is a party to the new litigation. Or perhaps someone at the firm has a relationship with the opposing party.
When conflicts like these arise, law firms throughout Southern Ohio turn to Shea, Coffey & Hartmann (formerly Shea & Associates). The highly recognized, …Read More
NOT YOUR TYPICAL PREEMINENT LAW FIRM
Statman, Harris & Eyrich Offers Experience. Determination. Results.
There are many things to be said for working with a large, national law firm. But hands-on involvement from senior-level attorneys is rarely one of them.
On the other hand, if regular partner involvement is something you’d like to have – along with national-quality expertise – there is a place that offers all that and more. In fact, there are five places: the offices of Statman, Harris & Eyrich LLC, strategically located in Cincinnati, Dayton, Chicago, …Read More