Our Mission

Our business is our clients’ financial well-being.
We will be the one-stop advisor that our clients turn to for their
tax, investment, insurance, retirement & estate planning needs.
We will make a difference in our clients’ lives.

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Our Services

  • Tax Planning

    Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a significant impact on the amount of wealth you will be able to transfer to your heirs.

    Insurance Solutions

    Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future income.

    Investment Management

    We believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process.

Learning Opportunities

Social Security Maximization

One of the most challenging questions is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit as well as receiving it as soon as you become eligible.

Book

Money represents more than the paper it’s printed on. It is the embodiment of your time, your talents and your commitments. It buys the food you eat, the house you sleep in and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire.

Seminars

We hold educational workshops every month on relevant topics such as Social Security, Legacy Planning and more.

Scroll down to register today!

Generational Vault

Keeping Your Financial Information Safe and Secure
A virtual “safety deposit box” for our clients to upload important documents and view financial information.  It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.
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The Back Nine Hitting The Greens In Retirement

Ever wished you had an easy-to-understand retirement manual with information to help achieve the comfortable and fulfilling retirement you’ve worked hard for? Look no further! Our retirement manual will: Take the unknown out of retirement planning, Provide a firm understanding of a solid retirement strategy, Teach you how to bridge the income gap caused by retirement, and much, much more!

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Register For An Upcoming Event

Seating is limited, please call to confirm your reservation today.

800-654-9714 (24/7)

There are no upcoming events at this time.
Please check back again soon.

Video Library

  • Social Security Maximization

    Rule of 100

    Color of Money

  • Income Planning

    Legacy Planning

    Beneficiary Review

  • Indexed Annuities

    Life Insurance

    ETF's

Meet Our Team

CHRISTOPHER A. ANSELMO
BSBA, CPA/PFS, MBA, JD, LLM

JEFFREY P. CORRIGAN
Vice President


CONSTANCE A. ANSELMO
BA, EA, CPA, MBA

CHERYL SMITH
CPA

GENE KOZAK
BA, M ED, EA

STEVE FROMHERCZ
B.S.B.A., MBA, JD

JENNIFER CORRIGAN
Accountant

LARRY A. NIMON
Tax Preparer

BRENDA VAUGHAN
Tax Preparer

JEANNE HEIDENREICH
Office Administrator

REGINA CUTTER
Administrative Assistant

Strategic Alliances

WAYNE SCHMIDT, CFA®
Chief Investment Officer
of Gradient Investments, LLC

 

MICHAEL BINGER, CFA®
Senior Portfolio Manager
of Gradient Investments, LLC

 

Social Security Maximization Brochure Download

One of the most challenging questions is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit as well as receiving it as soon as you become eligible. This brochure explains the basics of the Social Security retirement, disability, and survivors insurance programs.

 Download Your Brochure Today!

Our Office

7123 Pearl Rd
Suite 310
Middleburg Heights, OH 44130
Phone: 440-886-3550
Fax: 440-886-3551
info@brooksidetax.com