Dane M. Zavodny, CLTC®
Financial Advisor


Giardini, Zavodny & Associates

  • Office 216-802-0926
  • Fax 216-566-9489

Enhancing Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and that vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  We can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future so you can spend your life living.

Achieving financial security takes more than creating a comprehensive plan; you also have to take action on that plan, and evaluate and adjust it over time.  Together, we’ll create a game plan to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Building Relationships

My purpose is to become the center of my clients’ financial lives as an advocate for their personal and professional growth by connecting vision with action.

I am passionate about building professional relationships with great people in the Cleveland area. I work with motivated individuals, families, and business owners to identify their definitions of financial security and help them enjoy the benefits of their hard work. Through comprehensive fact finding, I help implement a customized game plan to ensure that every dollar has a purpose and that risks are well-managed. We then relentlessly pursue this vision together, allowing clients to then spend their valuable time with the people in they care about most.

My mission is to be a positive influence in every interaction and enhance the lives of those around me.

 

Recent Recognition

Dane and his team were recently featured by Cleveland Magazine in its Faces of Cleveland issue. The article acknowledges the "distintive planning process" he and his team utilize to "help make the goal of feeling financially secure a reality for individuals throught Greater Cleveland and Ohio."

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck