The quality of our products and services, in addition to our knowledge and expertise, ensure client satisfaction is top priority at Active Insurance. To further assist the needs of our clients, Rob is also a Career Agent with Ohio National Financial Services and partners with the Financial Firm, and Ohio National General Agent, Caputo & Associates out of Sylvania, OH. We specialize in helping clients answer the Four Financial Questions that everyone needs to know:
- What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
- How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last until life expectancy?
- Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until life expectancy?
- If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?
We help people find money they are currently losing unknowingly and unnecessarily. There is more opportunity to help clients by helping them avoid the losses, than by picking the winners.
Personal Economic Model is a visual of how your money flows in every aspect of your financial life.
Click Here to enlarge.