The Lineweaver Philosophy

KNOWLEDGE, FOCUS, RESPECT

Managing your assets carefully and intelligently is one of the most important gifts you can give yourself and the ones you love.  It provides you peace of mind while still enjoying the lifestyle you desire without having to make constant compromises. 

The Lineweaver Financial Group has been doing just that in Northeast Ohio for more than 15 years.  We have made it our business to listen carefully to you so that our recommendations are objective, unbiased and fulfill your particular current needs and future dreams and wishes.  

In fact, we have created a unique planning process, WealthWATCH^SM Life Stage Mapping, to assist us in developing your personalized financial plan.  WealthWATCH^SM begins with a realistic assessment of your financial situation in the context of general life stage requirements.  Our experience in advising thousands of hard-working people over the years suggests we all travel through similar passages, even though we may have different destinations, emotionally and financially.  Learn more about the WealthWATCH^SM Life Stage Mapping on this website.

We Promise to always be Professional and to keep it Simple and Easy-to-Understand.  Our senior financial consultants understand your finances are a serious matter.  We take the time to listen to your goals, dreams and wishes.  Each customized financial plan includes a Lineweaver Financial Group Wealth-Trac^SM  overview, which summarizes in an easy-to-understand format all your investments, insurances, legal documents and potential tax issues.  Over the years, we have found our clients and thier families appreciate this unique attention to detail, not only from an organizational standpoint, but also as a measure of our performance in helping them reach their objectives.

We Promise to be Prompt and Courteous.  How often do you really hear from your financial professional?  We keep in touch.  Every client receives a customized communications plan on how we will be staying in contact over the year.  Sometimes it's to update you on the changes in the economy, new tax laws, investment issues, invite you to an educational program, a client recognition event and sometimes just to see how you are doing.  We really do care about our clients and thier families.  During business hours, a real person will always answer the telephone - no computer voices with an endless string of prompts.  All calls will be responded to within 24 hours or the next business day.

Our Goal is to ensure the Lineweaver Financial Group and its team of knowledgeable professionals provide a continuity of sound advice so you get the most out of your money, whether it's for spending, saving, giving, or making sure you are taking care of your family.  Be assured that we will always take the time to put ourselves in your shoes as we strive to make the best use of our experience and knowledge for your particular situation.