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Bridging the gap of financial security and life planning for business owners and families

By investing in authentic relationships, we work to understand your life goals and aspirations – and help put you on a path toward the future you envision.

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<b>Our Process</b>

Our Process

Everyone's financial journey is different. The one size fits all traditional form of financial planning is broken. Our custom process, The Bucket Plan®, is structured to cover your many needs throughout the duration of retirement.

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Our Services

From investments to college planning to insurance & risk management, our holistic approach to financial planning is custom made to fit your needs.

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About Us

We are a full service wealth and financial planning firm located in Westlake, Ohio. By investing in authentic relationships, we work to understand your life goals and aspirations – and help put you on a path toward the future you envision.

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Our Partners

Building Blocks Financial Planning has developed strategic partnerships to offer comprehensive financial planning and wealth management for individuals, families, and business owners.

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Ready for the next step?

Ready for the next step?

Let’s achieve your financial goals together. Contact us today to begin building your personalized financial plan.

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”

-Alexa Von Tobel

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