Financial Planning Insights for Westlake Families
Welcome to our resource center! Here you'll find valuable insights, guides, and articles to help you make informed financial decisions and confidently navigate your journey to retirement.
The 12 Costly Mistakes Cleveland Pre-Retirees Make
(And How to Avoid Them)
Get your retirement plan on track with our comprehensive free guide designed specifically for families 5-10 years from retirement with $2 million or more in assets.
In this guide, you'll discover:
✓ The dangerous tax mistakes that could cost you $50,000+ annually in retirement
✓ Why the "golden goose" principle is critical for pre-retirees (and how Cleveland families are getting it wrong)
✓ The over-diversification trap that's quietly destroying wealth accumulation
✓ How to take on the right amount of risk as you approach retirement
✓ Tax planning strategies most advisors never discuss
✓ Social Security claiming mistakes that could cost you six figures
✓ The withdrawal sequence error that accelerates tax bills
And much more
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Let's discuss your unique financial situation and how we can help you achieve your retirement goals.
Schedule Your ConsultationMichael Brady & Co. is an independent, fee-only financial planning and investment management firm based in Westlake, Ohio. For over 30 years, we've helped Cleveland-area families confidently navigate their transition into retirement and beyond.Serving families throughout Northeast Ohio, including Westlake, Rocky River, Bay Village, Avon, Avon Lake, and the greater Cleveland area.
☎ (440) 235-2100