Financial Consulting & Retirement

Organize your finances to make management easy and effective.

Ta-Check Financial has been helping everyday families pursue their financial goals for more than 20 years. Whether you are just starting out or ready to retire we have strategies for all major milestones and every moment in between.

Our advisors help you plan diligently by seeking to understand your entire financial portfolio, including your taxes. We create strategies in line with your personal and financial goals by first identifying your values. Our advisors guide you through the process to help provide you and your family or business with a strong foundation to grow. Financial planning and income tax planning compliment each other and our advisors strive to help you with strategies that work together for the different phases of life.

Financial Freedom Starts with Financial Consulting

Whether you're planning to attend college, looking to buy a house, or want to prepare for your retirement the benefits of financial planning are endless.

Long-Term Goals

Creating a financial plan will help you see all your finances, identify your long-term goals and the steps needed to pursue them.

Security

It is beneficial to work with an advisor that knows your finances as well as your taxes when you are preparing for retirement striving to have a full understanding of how the tax laws will affect you.

Ease Stress

Financial consulting aims to give individuals financial confidence knowing that everything regarding their finances has been covered.

Schedule a COMPLIMENTARY Financial Consulting Strategy

Ta-Check Financial: The Financial Experienced Professionals of Northeast Ohio

Ta-Check Financial is a family owned and operated business that has been providing strategic, personalized tax and financial guidance to local individuals and businesses for over 20 years.

We're Local

We have three locations in the Cleveland area: Strongsville, Fairview Park and Parma

Community Oriented

Our offices are very involved within our community - sponsor local sports teams, charity golf outings and non-profit volunteering.

Dependable

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Frequently Asked Questions

How are financial planners paid?
Financial planners are paid on either a commission or fee basis, or sometimes a combination of the two

What do I need to bring with me for my initial appointment?
1-2 years of prior tax returns and any investment statements. We are also the advisor on many retirement plans such as 401k/profit sharing, 403B, 457, defined benefit and we actively meet with planned participants throughout the year seeking to ensure they are on track.

Why should I hire a financial planner to manage my money?
A financial planner aims to connect all of the dots in order to provide you with an overall plan to meet your financial goals.

Is there a charge for my initial consultation?
No. Your initial consultation is COMPLIMENTARY.

More Questions? Schedule Your Complimentary Financial Consulting Strategy

Schedule your Complimentary Financial Strategy Meeting and Download your Retirement Planning Guide

Enter your information below to schedule a complimentary one hour financial planning strategy session with one of Ta-Check’s financial advisors. You’ll also receive a complimentary retirement planning guide!

During your session we will work together to help you determine your needs, set goals, and develop a strategy plan. We will go through our fact finding process and explore risk management, retirement planning, education funding, and estate planning.

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