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Our Firm

A different Kind of Retirement Planning Experience

At The 611 Group, we work with individuals and families approaching retirement who want clarity, structure, and confidence in their financial future.

Based in Avon Lake, Ohio, with a presence in Largo, Florida, we serve retirees across Northeast Ohio and Florida as they prepare for and navigate retirement.

What It's Like to Work With Us

The relationships we build matter just as much as the plans we create. Our clients aren’t looking for complexity—they’re looking for clear guidance and a team they can trust.

  • We build long-term relationships based on trust and service
  • We communicate clearly and keep things simple
  • We help you make confident decisions—not rushed ones
  • We stay proactive as your situation evolves
  • We focus on your goals, not just your investments
  • We act as a guide—helping you connect all the pieces of your financial life

Our Statement of Intention

We believe financial planning should feel personal, clear, and grounded in trust.

Our goal is to create an experience where you feel heard, understood, and supported—not overwhelmed. That means taking the time to understand what matters most to you and helping you make thoughtful decisions along the way.

We’re not here to rush decisions or complicate the process. Our goal is to provide clarity, offer guidance, and help you move forward with confidence.

Through our planning process—the Advantage FORMula—we bring structure to your financial life so you can stay on course and feel confident about the future.

Our Approach

We believe retirement planning should feel clear, thoughtful, and personal, not overwhelming.

Our process, the Advantage FORMula, is designed to bring structure to your financial life. It helps you make informed decisions around income, tax-efficient strategies, investments, and long-term planning—so you can move forward with confidence.

Rather than focusing on one piece at a time, we help you see how everything works together.

Our History

Our History

Founded in December 2011, The 611 Group was built with a focus on meaningful, long-term client relationships. From the beginning, Gail has worked alongside Willie as the firm grew and evolved, helping establish the relationship-driven approach that continues today.

The firm expanded from Indiana to Ohio in 2013 and later added a Florida presence in 2021. Along the way, the team has grown thoughtfully, with Marti joining in 2019 and Hannah in 2025, while remaining intentionally small and focused on continued education, clear communication, and supporting informed financial decisions as clients’ lives evolve.

We are Independent Fiduciaries

We are Independent Fiduciaries

In the financial services industry, professionals can operate as either independent or captive advisors.

We are independent.

That means we are not tied to one company or limited to a specific set of products. Instead, we have the flexibility to evaluate a wide range of options and make recommendations based on what’s in your best interest.

Our role is simple: to provide objective guidance and help you make decisions that align with your goals.

If you’re approaching retirement and looking for a more structured, thoughtful approach to planning, we’d welcome the opportunity to start a conversation.

Start a Conversation

Reach out to us today!

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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.