Our goal is to help clients navigate their financial lives with confidence and clarity. As our generation faces its golden years, we’re learning more and more about trends in aging and trends in investing. With a significant portion of the population maturing and retiring, the common lesson is that most people have not prepared financially to achieve lifetime income and some degree of legacy preservation. We can help you develop a complete financial strategy to help you optimize your assets and develop consistent retirement income. JAMES VITOU, RICP®, ChFC® is a Wealth Management Advisor and the founding partner in the firm Vitou Financial Services, LLC. Jim is a financial professional with over 30 years of experience in the insurance and retirement planning arenas. He has considerable experience in the areas of financial resource analysis and resolution, retirement planning, business continuity planning and executive fringe benefits. He currently sits on the Board of Directors of MCDI Corporation and Rogers Retirement Inc. He is Board Chairman of Rogers Family Intergenerational Daycare and is active in the Rocky River and Collinwood communities. DAN VITOU, CFP® is a Wealth Management Advisor and partner in the Vitou Financial Services firm. Dan has over 10 years of experience in the financial services industry. Dan started his career in the corporate arena working for global financial service organizations as an Underwriter with AIG and then a Broker with Aon. Dan achieved his CFP® designation in 2020 and is in good standing with the CFP® Board. Dan received his BS/BA from The Ohio State University in 2013. He is active in the Cleveland community through his work with Junior Achievement and Big Brothers Big Sisters of Greater Cleveland. Insurance products are offered through the insurance business Vitou Financial Services. Vitou Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Vitou Financial Services are not subject to Investment Advisor requirements. Investing involves risk including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc.] generally refer to fixed insurance products, never securities or investment products. They do not refer, in any way, to securities or investment advisory porducts. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Certified Financial Planner Board of Standards, Inc (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP®(with plaque design) in the U.S.,
The ChFC® mark is the property of The American College, which is reserves sole rights to its use, and is used by permission. The RICP®(Retire Income Certified Professional) designation is sought by retirement services sales professional whose focus includes clients planning for their retirement income. The designation required curriculum is Administred by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
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