Kaulig Capital, LLC has been created to ensure that the financial assets and other business interests of Matt Kaulig and his family are managed by professional oversight and experience.  Understanding the complexities and the risks of wealth management, direct real estate investments, accounting/tax issues, law and private equity investments,  Mr. Kaulig started the Firm with along with Mr. Tim Clepper, a seasoned wealth management professional.   Now, Mr. Kaulig and Mr. Clepper, President of Kaulig Capital, LLC as well as several other professionals with legal and tax backgrounds manage the Firm.  Mr. Kaulig and Mr. Clepper are successful entrepreneurs and are leading Kaulig Capital, LLC to be innovators and investors in businesses nationwide.  Kaulig Capital, LLC has over twenty years of professional relationships and partnerships that are critical in investment opportunity generation.  These relationships are also paramount with the assistance of various stages of the due diligence process.   Kaulig Capital, LLC prides itself on having a long-term approach to capital management and utilizes a very specific process in identifying and ultimately investing its assets.   Kaulig Capital, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper.  Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners.     “We are very proud of the business of, Kaulig Capital, LLC and wish to share it’s vast resources to those who share our same ideals”  - Mr. Matt Kaulig.     We invite you to look further into our company, Kaulig Capital, LLC and approach us at any time. Visit us at www.kauligcapital.com or our Facebook page.

• Planned annual portfolio review appointments. • Organized two hundred life insurance policies separating the active accounts from inactive accounts. Contacted inactive policy holders for further assessment.

Bishop Financial Advisors is an Independent Financial Planning Firm that helps their clients achieve Financial Independence by utilizing comprehensive planning and tax strategies, cutting-edge technology and alternative investment solutions. Unlike many brokerage firms, we find true value in establishing a personal relationship based on what is most important to you and will stop at nothing to serve you with sincerity and honesty. Securities and advisory services offered through LPL Financial, member http://www.finra.org/, http://www.sipc.org/, and a Registered Investment Advisor. LPL and Bishop Financial Advisors are separate and unrelated companies.

Balanced Financial Concepts is an independent financial planning and investment advisory firm located in Solon, OH. Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Balanced Financial Concepts LLC is not affiliated with Cetera Advisors.

PK Financial Group Inc. is an independent Financial Services firm committed to helping corporations, institutions, and business owners pursue their goals to help create and maintain defined contribution and defined benefit programs tailored to their specific needs. We also offer a wide range of financial products and services to individuals and plan sponsor participants with individual wealth management. We believe we can help you identify your goals and make sound decisions to reach them by allowing us to perform a comprehensive analysis.

Integrated Wealth Management Inc. is in the business of designing innovative strategies for business owners and professionals . With the help of our great clients Integrated Wealth Management, Inc. has recognized the challenges facing every busy person who desires to be financially proficient. As a result we have learned that people want simple, clear and effective strategies that will work under almost any economic or business environment. We developed the “Integrated Process” and the “Success Blueprint,” to help clients identify "dangers, opportunities and strengths"​ in their business and personal lives. We specialize in helping clients integrate, grow and protect their resources for the "second-half"​ of their lives which many call "retirement"​. Retirement should be the exciting, "second-half"​ of significance and legacy.

During the summers and winters, I logged account transactions using business software, prepared detailed reports and analyses for client reviews, and attended both virtual and in-person meetings. My responsibilities included creating comprehensive summaries, researching data analysis, market performance, and progressive business plans, as well as analyzing client preferences.

KASH Mortgage Group specialists are licensed and professionally cross-trained to analyze and consult on all aspects of the mortgage preparation process including credit history, employment, and extenuating circumstances associated with divorce, loss of employment, medical and financial hardships. The advantage of using a specialist such as KASH Mortgage is that we work with a variety of banks that have a program that suits every individuals specific needs, which allows us to secure you the best rate, term and program available in the marketplace. KASH Mortgage Group will create a custom mortgage solution that meets or exceeds our individual customers’ expectations by always being there for you through the entire loan process, ensuring the highest level of customer service and care available anywhere in the mortgage industry today. We were here when the home market crashed and other fly by night mortgage companies failed. Since 1998 we have operated as a local, experienced and trusted mortgage specialists having provided more than $700 million in residential home mortgage financing. Contact us today 866.866.KASH(5274) and learn how easy it is to become a proud home owner..

A financial advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread through the country who are affiliated with LPL Financial.Her primary intent in working with clients is to help them pursue their investment goals as they plan for their future needs. She understands that each situation is unique and is committed to assisting clients identify their individual financial goals. Lauren recently made a leap into financial services after having worked for several years in the Geotechnical Engineering and construction fields.Lauren has her Series 7, Series 65, Series 63, and her Ohio Insurance license through LPL.

Canal Holdings is a private equity firm investing junior capital (subordinated debt and minority equity) in growing businesses at the smaller end of the middle market. Canal provides investment capital and strategic insight to the owners and management teams of closely held companies. Companies seek Canal’s investment to finance growth, acquisitions, buy‐outs and recapitalizations. Canal believes that people and processes are the key drivers of long-term meaningful performance. We invest with independent sponsors and management teams who have the appropriate talent in place and a history of sound business decisions.