Disaster Recovery and Succession Planning

Providing Continuity to Our Clients

We take the many steps to ensure that your information is kept safe and developed redundancies. In the event of a natural or manmade disaster in our headquarters or the Northeast Ohio region and you are unable to reach us, you can contact Balanced Asset Management at 440.925.3040. If you are unable to reach them, please contact Cambridge Investment Research, our Broker/Dealer at 800-777-6080.

We value our relationships with our clients and recognize and respect the trust they have placed in us. As an advisor to others, we have taken similar steps to protect the continuity of our own company to ensure that the plans you are implementing for your financial future would not be interrupted.