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ONCENTERFINANCIAL.COM

OnCenter Financial Advisors | As an independent, fee-only wealth manager and financial advisor, OnCenter’s sole interest is in serving you. We maintain the highest ethical standards and full transparency in all transactions.

Values & Mission. You’ve got important priorities. Retiring in style. Funding your children’s educations. Supporting a charity. Leaving a legacy. You’ve got important priorities. OnCenter’s comprehensive financial planning and wealth management services draw on time-tested financial strategies and modern research insight to chart the course for financial success. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 1700 Gulf Blvd, Suite 103. Englewood, Florida 34223.

http://www.oncenterfinancial.com/

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CONTACTS AT ONCENTERFINANCIAL.COM

Epstein Design Partners

Epstein Design

13017 La●●●●●●●●oulevard

Cle●●●and , OH, 44120

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Epstein Design Partners

Epstein Design

13017 La●●●●●●●●oulevard

Cle●●●and , OH, 44120

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1.21●●●●1600
ad●●●@epsteindesign.com

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Epstein Design Partners

Epstein Design

13017 La●●●●●●●●oulevard

Cle●●●and , OH, 44120

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1.21●●●●1600
ad●●●@epsteindesign.com

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OnCenter Financial Advisors | As an independent, fee-only wealth manager and financial advisor, OnCenter’s sole interest is in serving you. We maintain the highest ethical standards and full transparency in all transactions. | oncenterfinancial.com Reviews
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Values & Mission. You’ve got important priorities. Retiring in style. Funding your children’s educations. Supporting a charity. Leaving a legacy. You’ve got important priorities. OnCenter’s comprehensive financial planning and wealth management services draw on time-tested financial strategies and modern research insight to chart the course for financial success. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 1700 Gulf Blvd, Suite 103. Englewood, Florida 34223.
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1 offerings
2 unique model
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5 philosophies
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10 investment management
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OnCenter Financial Advisors | As an independent, fee-only wealth manager and financial advisor, OnCenter’s sole interest is in serving you. We maintain the highest ethical standards and full transparency in all transactions. | oncenterfinancial.com Reviews

https://oncenterfinancial.com

Values & Mission. You’ve got important priorities. Retiring in style. Funding your children’s educations. Supporting a charity. Leaving a legacy. You’ve got important priorities. OnCenter’s comprehensive financial planning and wealth management services draw on time-tested financial strategies and modern research insight to chart the course for financial success. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 1700 Gulf Blvd, Suite 103. Englewood, Florida 34223.

INTERNAL PAGES

oncenterfinancial.com oncenterfinancial.com
1

Unique Model | OnCenter Financial Advisors

http://oncenterfinancial.com/offerings/unique-model

Values & Mission. Values & Mission. Financial planning can be daunting and time-consuming, and traditional Wall Street firms may only add to the complexity without improving returns. Between hidden fee schedules and mixed incentive structures, the pricing structure at many traditional advisory firms does not always have your best interests at heart. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 2013, OnCenter Financial Advisors™ Disclosure.

2

Tax Planning | OnCenter Financial Advisors

http://oncenterfinancial.com/offerings/services/tax-planning

Values & Mission. Values & Mission. Lifestyle, Charitable Giving, Taxes. All uses of cash fall into one of these categories. The outcome is always a zero sum game. Thus strategies that minimize tax responsibilities free up cash for the other categories. This is why astute investors develop a fully integrated financial plan that uses advanced strategies and investment techniques to optimize tax efficiencies. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373.

3

Philosophies | OnCenter Financial Advisors

http://oncenterfinancial.com/about/philosophies

Values & Mission. Values & Mission. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 2013, OnCenter Financial Advisors™ Disclosure.

4

Testimonials | OnCenter Financial Advisors

http://oncenterfinancial.com/about/testimonials

Values & Mission. Values & Mission. Lynn, Retired High School Teacher. Amelia, Sales Representative. Zack Ullmo, Founder DragonFire IT Consultants, Chagrin Falls, Ohio. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 2015, OnCenter Financial Advisors™ Disclosure.

5

Estate Planning | OnCenter Financial Advisors

http://oncenterfinancial.com/offerings/services/estate-planning

Values & Mission. Values & Mission. Thoughtful advance planning provided by expert advisors will enable you to direct and optimize the destiny of your financial assets. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 2013, OnCenter Financial Advisors™ Disclosure.

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OnCenter Financial Advisors | As an independent, fee-only wealth manager and financial advisor, OnCenter’s sole interest is in serving you. We maintain the highest ethical standards and full transparency in all transactions.

Values & Mission. You’ve got important priorities. Retiring in style. Funding your children’s educations. Supporting a charity. Leaving a legacy. You’ve got important priorities. OnCenter’s comprehensive financial planning and wealth management services draw on time-tested financial strategies and modern research insight to chart the course for financial success. 3401 Enterprise Parkway, Suite 340. Beachwood, Ohio 44122. Phone 216.296.7373. 1700 Gulf Blvd, Suite 103. Englewood, Florida 34223.

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