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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Contact Us

  • Address: 7155 Pearl Road Suite 202 Middleburg Heights , OH 44130

  • Phone: Office: (440) 842-7750

  • Email: tnoe@moderncap.com

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Disclosure

Securities offered through Modern Capital Advisors, LLC, member FINRA/SIPC. Advisory Services offered through WestPoint Wealth Management, LLC, a Registered Investment Advisor.


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