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Make Confident Financial Decisions As You Approach Retirement


Helping you plan for income, taxes, and the decisions that come with this next stage of life.

Based in Avon Lake, Ohio, with a presence in Largo, Florida.

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Who We Work With

We tend to be the right fit for people who are approaching retirement or already there and want more clarity and confidence around what comes next. Many are at a point where the decisions they make now will shape the next phase of their life.

We work with individuals and families in Avon Lake, across Northeast Ohio, and in Florida who are looking for thoughtful guidance as they move into and through retirement.

What We Help You Solve

We help you navigate the financial decisions that come with retirement—from turning your savings into reliable income to managing taxes and making informed choices around Social Security, investments, and life transitions like downsizing or relocating.

Our goal is to help you make confident decisions every step of the way.

See How We Help

Hear From Clients Like You

The best way to understand what it’s like to work with us is to hear from our clients.

"We just thought it was a great package. Everything you offered is what we were looking for, and we didn't realize it until we actually met with you."

— Kim & Dennis C.

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Testimonials and endorsements presented may have been provided by current clients of the firm. Individuals providing the comments were not compensated, directly or indirectly, in exchange for their testimonial or endorsement. However, individuals with favorable experiences are more likely to be encouraged to leave reviews. Reviews and opinions presented are not necessarily representative of all clients. Results may vary from those described herein. One should evaluate the advisor’s qualifications and approach to determine suitability for their own needs. Investing carries an inherent element of risk, including potential loss of principal. Past performance is not indicative of future results.

A Complete Approach to Retirement Planning

Retirement planning is more than just investments. It involves your income, taxes, protection, and long-term goals working together. At The 611 Group, we bring these pieces into one coordinated plan so you can move forward with clarity and confidence.

Investment Management

Align your investments

with your retirement goals.

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Protection Planning

Help protect your

income and assets.

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Tax-Efficient Planning

Plan with taxes

in mind over time.

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Cash Flow Planning

Organize how your

income is used.

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Legacy Planning

Ensure your wishes

are clear and organized.

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Charitable Giving

Support causes in a

thoughtful, planned way. 

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See how these pieces come together in your plan.

Explore Our Services
Playing Today, Planning for Tomorrow

Playing Today, Planning for Tomorrow

If you discovered us through Pickle & Pint, welcome. We’re proud to be a sponsor and to support a community that values staying active, connected, and engaged.

Our presence at Pickle & Pint reflects a simple belief that the choices you make today shape what comes next. We’re proud to support a community that values staying active, connected, and engaged.

Meet Our Team

Willie Schuette

Willie Schuette

President & Financial Advisor

Gail Snow

Gail Snow

Executive Assistant

Marti Helser

Marti Helser

Director of Client Experience

Hannah Schuette

Hannah Schuette

Director of Business Development

Not Quite Ready to Talk? Start Here

Our guide, 5 Ways to Stay Confident in Retirement, covers a few of the most important financial decisions in retirement, from income planning to healthcare costs. It’s a simple way to start thinking through what comes next with more clarity and confidence.

Based in Avon Lake, Ohio, with a presence in Largo, Florida, The 611 Group works with clients across Northeast Ohio and Florida as they navigate retirement.