Lineweaver Financial Group

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ommendations. Questions about a specific investment adviser or security cannot be answered, and may be removed from the page. Photos and images on this page should not be construed as an endorsement of the adviser by any client. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Securities offered through Triad Advisors, member FINRA/SIPC. Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC is not affiliated with Triad Advisors.

Planning to retire before age 59½? You may have options for accessing your retirement savings without the usual early wi...
07/28/2026

Planning to retire before age 59½? You may have options for accessing your retirement savings without the usual early withdrawal penalty, depending on your situation. In this Financial Quarterback, Jim Lineweaver explains the Rule of 55 and why understanding these retirement rules can be an important part of your overall financial plan.

Can you access your retirement money early without penalties? Your ...

There are two reasons for our continued success: our experienced team and the incredible clients who place their trust i...
07/21/2026

There are two reasons for our continued success: our experienced team and the incredible clients who place their trust in us.

We’re proud to once again be recognized by Crain’s Cleveland Business as one of Cleveland’s Top 25 Largest Wealth Management Firms!

What does it take to earn recognition as one of Cleveland’s largest...

In this Financial Quarterback segment, Jim Lineweaver, CFP®, AIF®, and Chad Roope, CFA®, Chief Investment Officer at Lin...
07/16/2026

In this Financial Quarterback segment, Jim Lineweaver, CFP®, AIF®, and Chad Roope, CFA®, Chief Investment Officer at Lineweaver Wealth Advisors, discuss how business owners can evaluate higher-yield savings, money market accounts, short-term fixed income, and municipal bonds.

How should business owners manage excess cash beyond their day-to-d...

New tax law changes may create valuable opportunities for business owners, but the biggest advantage comes from thoughtf...
07/09/2026

New tax law changes may create valuable opportunities for business owners, but the biggest advantage comes from thoughtful planning, not simply claiming more deductions. In this week's Financial Quarterback, Jim Lineweaver, CFP®, AIF® and LFG Tax Director Mark Sipos discuss what the changes could mean for your business, your taxes, and your long-term financial plan. Watch the full conversation here:
https://youtu.be/4ybE8PWr1Fk?si=4ZNniTYR5Y_i6XUf

This video explains Big Beautiful Bill tax changes for business own...

An ESOP can be a valuable benefit, but it shouldn't be viewed in isolation. If a significant portion of your wealth is t...
06/26/2026

An ESOP can be a valuable benefit, but it shouldn't be viewed in isolation. If a significant portion of your wealth is tied to your employer, understanding how your ESOP fits into your retirement, tax, and investment strategy is essential. Watch our latest conversation to learn what every executive should know, and visit lineweaver.net to learn more.

Executive Stock Ownership Plan (ESOP) planning for executives means...

For business owners, succession planning is about more than selling the company.In the first of a two-part Financial Qua...
06/17/2026

For business owners, succession planning is about more than selling the company.

In the first of a two-part Financial Quarterback series, Jim Lineweaver, CFP®, AIF® and Shawn Ely, Managing Partner of Lazear Capital, discuss how an Employee Stock Ownership Plan (ESOP) may help create liquidity, preserve company culture, reward employees, and support a long-term transition plan.

What is an ESOP, and when does it make sense for a business owner?...

Many successful executives, business owners, and long-term investors find themselves with a large portion of their wealt...
06/10/2026

Many successful executives, business owners, and long-term investors find themselves with a large portion of their wealth concentrated in a single stock. While that growth can be rewarding, it can also create significant risk and potentially trigger a substantial tax bill if handled improperly.

In this week's Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® and Chad Roope, CFA®, discuss several strategies that may help investors address concentrated stock holdings.

Financial Quarterback Jim Lineweaver, CFP®, AIF® is joined by Linew...

Parents and grandparents often want to help the new graduates in their lives get off to a strong financial start. In thi...
06/04/2026

Parents and grandparents often want to help the new graduates in their lives get off to a strong financial start. In this week's Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® discusses the key benefits decisions young professionals face, from 401(k)s and Roth contributions to health insurance and HSAs, and how families can help them build good financial habits early. Watch below, and learn more at lineweaver.net.

What financial advice should parents and grandparents share with a ...

What changed after the first filing season under the Big Beautiful Bill?In this week’s Financial Quarterback segment, Ji...
05/20/2026

What changed after the first filing season under the Big Beautiful Bill?

In this week’s Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® and LFG Tax Director Mark Sipos discuss several key tax planning opportunities now available to taxpayers, including the higher SALT deduction, expanded catch-up contributions, and new deductions for retirees.

The conversation also highlights an important distinction: filing taxes is not the same as proactive tax planning.

Watch the full segment to learn how these changes may impact retirement, investment, and long-term planning decisions.

Visit Lineweaver.net to learn more.

What should high-income families, retirees, and business owners be ...

If you're business owner looking to increase retirement savings while reducing current taxes, a cash balance plan may be...
05/04/2026

If you're business owner looking to increase retirement savings while reducing current taxes, a cash balance plan may be worth a closer look.

In this episode of Financial Quarterback, Jim Lineweaver, CFP®, AIF® is joined by Mike Ziccardi, Executive VP with CBIZ to explain how cash balance plans work and why they are often used by high-income professionals and established business owners.

How Business Owners Use Cash Balance Plans to Save More

Address

9035 Sweet Valley Drive
Valley View, OH
44125

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

Telephone

(216) 520-1711

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