Fred Quinn
Advisor since 1982

In 1982 I began my career in financial services with a local agency for MassMutual. For the next 15-years I learned from some of the smartest financial minds in the area. The breadth and scope of the training was impressive.

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During this time, I formed dozens of client relationships that last to this day. Sometimes now working with the second and third generations of these "founding" families.

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Having experience in many areas of your financial life gives me an advantage when it comes to finding creative ways to achieve your goals. 

 

Life insurance planning to provide the right amount of money at the exact moment it is needed. For a young family protecting incomes or for a business owner wanting to equalize his estate, life insurance is a unique asset.

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Tax planning allows you to make critical decisions to lower your tax liability both while you are working and, as importantly, during the four stages of your retirement.

 

Retirement planning to simply and safely allow you to accumulate the resources you will need and then to have an impeccable Income Plan, so those assets last your entire lifetime.

 

Investment and allocation planning of your resources to provide consistency in results and to provide flexibility when it is time to withdraw money. 

 

Legacy planning to efficiently allow your wishes for your resources and your assets at your passing.

 

And charitable planning for those with a favorite cause or institution.

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From 1997-2007 I spent 5-years each at two large, local "name brand" banks.

 

At the first bank I managed their life insurance planning department that assisted the bank's business, farming, private banking and estate planning clients with their advanced life insurance needs. We insured many business owners and area families with coverage tailored to their unique goals.

 

At the second bank I created from scratch their new tax deferred annuity department. We trained, licensed, and developed almost 100 branch managers to appropriately offer fixed and index annuities and the benefits of protected income to their many customers. 

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I enjoyed both bank positions, but I wanted to go back to having my own business with my own clients and to have greater control over my schedule. 

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At Serious Money Ohio we don't peddle products. We follow a time-tested process to methodically prepare your Retirement Income Plan. Only then do we really know where your opportunities and challenges may be. Without a plan we would just be guessing.

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I am passionate about helping you with your Serious Money- the part of your nest egg that you never want to lose to market declines. Today, however, safety of your principal and growth of your investment are two objectives that do coexist.

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I am also "old-school" when it comes to providing you service. We are proactive in reaching out to you when appropriate and we return calls, texts, and emails promptly.

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At least once a year I will meet with you in person or over the phone. We will update your Retirement Income Plan and make sure you are on track. Your changing life will require us to be creative and flexible sometimes- don't worry I will be there when you need me. 

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Finally, I have often been told that I explain financial concepts and retirement ideas clearly and that the reports you receive are practical, insightful and easy to understand. I believe that it is important that you fully understand your financial options. 

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My wife, Jeanne, and I live in Sylvania Township and enjoy golf and pickleball, eating at locally owned restaurants and trying to exhaust our 4-year-old Aussiedoodle, Tucker. 

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Jeanne has worked for Sylvania Schools for over 25-years, and I am very proud to say that Jeanne was named a 2023 Educator of the Year. 

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Our two sons and their spouses live nearby and we're lucky to be able to see them often.

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Thank you for reading. I hope we get a chance to talk.