Skip to content
CONTACT
330-650-0921
Contact
Financial_Planning_Solutions M_Financial_Planning_Solutions

Financial Planning Solutions

Financial Planning Solutions

Financial success is a journey, not a destination. At Broadleaf Partners, we understand that the path to financial well-being entails more than just traditional investment strategies. We provide personalized and comprehensive financial planning services that go beyond numbers, recognizing your unique aspirations and challenges. 

Financial Planning Services

We’ll work with you to develop a financial plan that meets your needs. Then, we’ll check in regularly to analyze and make adjustments based on life changes, market conditions or other factors. 

financial_planning_icon
News
 /  Testing

Comprehensive Financial Planning

Get the complete picture with goal setting and financial analysis through cash flow management, budgeting, expense tracking and more. 
Investment Philosophy icon
News
 /  Testing

Investment Planning

Optimize your returns over time with portfolio analysis, asset allocation strategies and investment risk assessment. 
Retirement Planning icon
News
 /  Testing

Retirement Planning

Choose effective retirement savings strategies, including Social Security optimization, reviewing employee benefits and pension analysis. 
Estate_Planning_icon
 

Estate Planning

Explore inheritance and wealth transfer strategies that help you create and preserve your legacy for generations. 
Tax Planning icon
 

Tax Planning

With tax-efficient investment strategies and year-end tax planning, you can minimize your liabilities while optimizing your returns. 
Risk Management icon
 

Risk Management

Get an insurance needs analysis for life, disability and long-term care insurance, and plan for potential emergencies.  
Education Planning icon
 

Education Planning

Explore options for funding higher education, including 529 plans and long-term education savings strategies. 
Debt Management icon
 

Debt Management

Control and consolidate debt with repayment strategies, mortgage analysis and refinancing recommendations.
Specialized Planning Services icon
 

Specialized Planning Services

We offer guidance for areas like efficient charitable giving strategies, business succession planning and family transition planning.

Planning Packages

Financial planning isn’t a one-size-fits-all solution. Find a package that suits your financial season and stage of life. 

Foundation Builder -1
News
 /  Testing

Foundation Builder

$1,500  

Build a foundation for your financial future, including debt payoff, saving for retirement, purchasing a home and planning for education expenses.
Comprehensive Planning -1
News
 /  Testing

Comprehensive Planning

$3,000  

With a financial foundation in place, we’ll guide you with tax planning, retirement planning and timing, pension options, inheritance planning, life insurance and other strategies.
Advanced Planning -1
News
 /  Testing

Advanced Planning

$5,000  

Focus on advanced financial situations, such as business succession planning, complex insurance policy ownership, restricted stock options and more.
Group

Who We Serve

  • Young Professionals: Support for setting goals, managing debts and building a strong foundation.
  • Families: Budgeting for expanding families, home purchases, education expenses and more.  
  • Nearing Retirement: Optimize your retirement timing by planning your income and cash flows strategically.
  • Business Owners and Entrepreneurs: Develop a plan for a sale or acquisition while you prepare for your financial future.
  • High Net Worth Individuals: Develop advanced strategies for tax planning, charitable giving and complex investments. 

If you’re looking for a financial advisor near Stark or Summit County, contact us today.

Financial Advisors

 

William F. Hoover

President

 Contact Bill
 

Jared Hoffman
CFP®, CLU®

Financial Planner

 Contact Jared
Meet Our Team

Industry Insights

Broadleaf Partners, LLC old logo and new logo
News
 /  Broadleaf Partners

With Growth Comes Change: Our New Wealth Management Website

"After nearly twenty years of growth that we’re extremely proud of, we wanted to do a better job of telling our story,” says Bill Hoover, President. “What better way to do that than with a refreshed and current web... read more
News Wealth
Management
 /  Broadleaf Partners

Broadleaf Partners Named Manager of the Decade by PSN

Broadleaf Partners of Hudson, Ohio has been named Large-Cap Growth Manager of the Decade on the prestigious and highly anticipated PSN Top Guns list. The list, published by Zephyr, identifies best-in-class accounts... read more
News Financial
Planning
 /  Broadleaf Partners

Doug MacKay Recognized by Crain's Cleveland Business

Discipline, hard work and lots of experience have served Doug and our Broadleaf Partners clients well. While some market environments are friendlier than others, this one not so much, they all require a high level ... read more
CTA-1 M_CTA-1

Contact Broadleaf Partners

Contact Broadleaf Partners

Learn more about Broadleaf’s comprehensive financial planning solutions and get support to help you achieve your financial goals. 

 Talk to an Advisor