ROD I. SKAF
MBA, MSFS, ChFC, AEP
 

Senior Financial Planner
Financial Services Executive
Investment Advisor Representative

 

 

 

 
At every stage of life. . .
We should see the whole picture!
It's important to dream. . .
It's even more important to PLAN!

 

Financial planning is for caring people, for people who are living their lives with purpose, who know where they are going...
It's living "by design", with the end result in mind.

 
I am a trusted advisor, with an extensive team committed to excellence.  We work diligently so clients can reach their goals:
 
1.    We analyze cash-flow and net-worth; to bridge the gap, to help you reach your goals, and to make sure you have a life in between.
 
2.    Our financial planning philosophy is based on values, your values.  We keep what is important to you in mind.  We focus on positive emotions: no-fear, no-greed, no-guilt.
 
3.    We will create an investment program based on your own goals and risk tolerance.  We will help you to make the choices you want.
 
4.    We will formulate an insurance program to protect you against life's inherent risks.
 
5.    We can guide you in establishing an emergency cash reserve and a debt management program.
 
6.    We offer a customized tax planning strategy to help you capitalize on your potential tax-advantaged opportunities.

7.    We will review your legal and estate documents, POA, guardianship, medical directives, wills, shelter trusts... etc.

8.    We can help business owners with their business succession planning.
 
We have earned the right to give "Advice with Conviction".
We help people to live happy and successful lives.
We strive for perfection, and end up with excellence.
And, we lead by example.
 
Pursuant to IRS Circular 230, MetLife is providing you with the following notification:The information contained in this webpage is not intended to (and cannot) be used by anyone to avoid IRS penalties. This webpage supports the promotion and marketing of financial planning. You should seek advice based on your particular circumstances from an independent tax advisor. MetLife and its representatives do not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.

I am licensed and registered to offer products and services in [OH]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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