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Who We Help

Finding our fit

We work with individuals and families approaching retirement who want clarity, structure, and confidence in their financial future.

Most of our clients are within 5–10 years of retirement or already retired. They’re not looking for complexity—they’re looking for a clear plan, thoughtful guidance, and a long-term relationship they can trust. We primarily serve clients in Northeast Ohio and the Largo, Florida area.

Where We Work

We primarily serve clients in Northeast Ohio and the Largo, Florida area, offering retirement planning guidance tailored to each stage of life.

Avon Lake, Ohio

We work with individuals and families across Avon Lake and the surrounding Northeast Ohio area who are approaching retirement and looking for a clear, structured plan for the years ahead.

Retirement Planning in Avon Lake

Largo, Florida

We also serve clients in the Largo area and throughout Florida, helping retirees and pre-retirees navigate income planning, tax-efficient strategy, and long-term financial decisions.

Retirement Planning in Largo

Our core audiences

As we've build the 611 Group, many of our clients have fallen into the following categories. 

Pre-Retirees

Pre-Retirees

The years leading up to retirement require careful coordination.


As retirement approaches, the focus shifts from accumulation to planning for income, taxes, healthcare costs, and long-term sustainability. We work with individuals and couples 5–10 years from retirement, hoping to bring structure and clarity to that transition. Our role is to help you evaluate your options, understand tradeoffs, and make informed decisions aligned with your goals.

Federal Government Employees

Federal Government Employees

Federal benefits require careful coordination.


Retirement planning for federal employees involves more than an investment portfolio. Pensions, Thrift Savings Plan (TSP) decisions, Social Security coordination, healthcare options, and survivor benefits all work together. We help federal employees review these moving parts within a structured planning process designed to clarify income, tax exposure, and long-term sustainability.

Healthcare Professionals

Healthcare Professionals

Caring for others often leaves little time to plan for yourself.


Healthcare professionals frequently balance demanding schedules with complex benefit packages, including retirement plans, deferred compensation, and insurance options. We provide structured guidance to help evaluate income planning, tax considerations, and long-term retirement sustainability — so your financial decisions are aligned with your goals.

Recently affected by a layoff?

Recently affected by a layoff?

If you’ve recently experienced a workforce reduction, we’ve created a guide to help you understand your options and next steps.

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.