Let Our Experienced Financial Advisors Help You Enjoy The Dream of Retirement Income
Your financial security is about more than investments. We help you live your values and trust your future, planning every step of the way.
Schedule a Meeting With J. Scott Schaffer or Call (440) 746-0963
Planning for your future starts today.
By making the leap and reaching out to Agency Associates, Inc., you will kickstart planning for your future.
We act as your guide throughout your financial planning journey.
We are not bound to particular products.
We’re focused on finding the
solution that is best for YOU.
We Know Trust
is Earned
Your wealth is the result of your hard work and dedication to what matters most.
Who Is As Critical As What.
We treat you like part of our family so you can focus on what matters most.
Our advisors believe that you’re worth more than your wealth, and we’re committed to treating you as such. Agency Associates, Inc. take pride in helping lead families into their financial future.
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
strong and where there’s opportunity for improvement.
What Can
You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
We’ll Plan for the Whole Journey, Together.
The Agency Associates, Inc. Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Agency Associates, Inc. is about Family
Helping people like you find your financial independence has been our passion for many years.
Agency Associates, Inc. Location
Cleveland, Ohio
5634 Broadway Ave,
Cleveland, OH 44127
Office: (440) 746-0963
Cell: (419) 721-4991
