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OUR TEAM

William O. Ahonen, CFS®, CASL®, CFP®  Associate and Financial Advisor, Akron/Canton

BUSINESS PHILOSOPHY 

The world is crowded with new investments and insurance products, rapidly changing tax laws and volatile economic cycles. We are devoted to helping our clients to better understand their current financial position while providing them with the right blend of advice, direction and implementation to help them reach their financial goals. Whether accumulating wealth or managing wealth, we strive to position ourselves as a lifetime resource for each and every client.

INDIVIDUAL SERVICES:

  • Wealth Managment Strategies
  • Retirement Income PlanningPension and 401(k)
  • Rollover AnalysisIRA/Roth IRA/IRA Consolidation
  • Fee-Based Managed Accounts
  • Fixed and Variable Annuities
  • Mutual Funds and Brokerage Services
  • College Education Funding
  • Risk Management Strategies
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Estate Planning Strategies
  • Qualified Asset or Plan Distribution Analysis
  • Qualified Asset Distribution Analysis
  • Charitable Giving
  • Legacy Planning
  • Estate Conservation

BUSINESS SERVICES:

  • Tax Qualified Retirement Plans
  • 403(b), 401(a), 457 & 401(k) Plans
  • Tax Sheltered Fixed/Variable Annuities
  • Simple and SEP IRA’s
  • Employee Financial Education
  • Employer Voluntary Benefits
  • Group Life Insurance
  • Group Disability Insurance
  • Group Long Term Care Insurance
  • Group Dental

QUALIFICATIONS

  • Hire date 1990
  • Certified Financial Planner Certificant
  • Certified Fund Specialist Designation
  • Chartered Advisor for Senior Living Designation
  • Series 7 licensed
  • Licensed to sell Life and Health in KY, MI, NC, NY & OH
  • Registered to sell securities in FL, MI, NC, OH, PA & WV
  • President’s Conference Qualifier

PERSONAL

  • University of Michigan graduate
  • 25 year Resident of Columbus
  • Family: Two sons

Check the background of this investment professional on FINRA's BrokerCheck.

Group Assignment(s):

  • Associates
William O. Ahonen, CFS®, CASL®, CFP®, Associate and Financial Advisor, Akron/Canton

Contact

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(855) 222-0776x103 phone

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