Non-Traditional Financial Thinking

"Many tell us that they’ve never heard the things we discuss or never had money and finances explained like we explain them. We realize that our approach may not be for everyone.  We just believe having a better understanding of all things financial is something we should all have. Why wouldn’t we want to have a fact-based understanding of our finances, our medical care, our children’s education, etc? Obviously, there is no way to promise that bad things won't happen. However, the peace comes from knowing that everything that could be done to protect the family, or a business was done.  More importantly, loved ones left behind are left a legacy of financial security… because the time was taken to seek and apply the knowledge to do so."

Angela Fleming,


Financial planning is a term familiar to everyone.  What may not be familiar is the fact that there are choices in how you handle your money.  There is “accumulation planning”.  Put your money away into a 401k, etc., and leave it there until you are least 59 ½. 


You do not have access to it except under special circumstances, you have no control over it, it’s exposed to risk and it is all taxable when you start using it.  And, in the traditional retirement vehicles YOU assume all of the risk!


What if you could save money…control the money…have use of the money tax and penalty free before retirement…avoid risk AND have tax-free income in retirement? That's non-traditional financial planning!


Now, all that is left is knowing how to do it.  That is where we come in.

Isn't that a conversation we should have? 


Remember, knowledge isn’t power.  Applied knowledge is power!

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Independence Office:

6100 Oak Tree Blvd. #200

Independence, Ohio 44131

Boardman Office: 

848 Mapleridge Dr. 

Boardman, Ohio 44512


No warranty or assurance of success is made by The May Group Inc. to any person and no one is authorized to make such representations on behalf of The May Group Inc. The client accepts full responsibility for his or her financial decisions and the consequences thereof. All persons are cautioned to seek necessary legal, accounting, insurance, and financial services only from firms who are duly licensed and certified under applicable state/provincial and federal laws and regulations. Copyright 2010 The May Group Inc. and The May Group are trademarks and service marks of The May Group Inc. This document contains confidential and propriety information of The May Group Inc. No part of this document or visual may be reproduced, abstracted, excerpted, transmitted in any form by any means, electronic, mechanical, or photographic or stored in information systems, except in writing under license by The May Group. Any other use is prohibited. The May Group's materials contained therein or offered there with are protected by copyright and other intellectual laws. 

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