Ohio (OH)

Ohio – Retirement Planning Support & Financial Education

Helping Ohioans Build Secure, Income-Focused Retirement Plans

SafeMoney.com provides Ohio residents with clear retirement education and access to independent, licensed financial professionals. From Columbus to Cleveland to Cincinnati, we help you explore safe income strategies and long-term financial protection.

Retirement Planning Resources for Ohio Residents

  • Free educational guides on annuities, income, and insurance
  • Local professional connections committed to client-first guidance
  • Support tailored to Ohio’s retirement needs and tax environment

📥 Download our free Retirement Guides

or reach out to a local Ohio advisor listed below to request your personalized planning materials.

Name Department Position SMC Phone Suburb State
Arcie Petty Arcie Petty M.A.P. Advisory Owner Safe Money Certified 216-245-7557 Cleveland OH
Daniel A. Bassani Daniel A. Bassani Wealth Plan Superstore Owner Safe Money Certified 440-376-0968 North Olmsted OH
George McFadden George McFadden Retirement Protection Solutions President Safe Money Certified 216-272-2333 Westlake OH
Jim Snyder Jim Snyder Senior Financial Group Owner Safe Money Certified 330-854-1144 Canal Fulton OH
Joseph M. Shumar, Ph.D. Joseph M. Shumar, Ph.D. The Shumar Walden Group General Agent, Estate Planning Specialist Safe Money Certified 440-946-1035 Willoughby OH

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