Profusion Financial Group, LLC
Protection / Growth/ Prosperity
Independent financial planning firm with over 20 years of experience in retirement & estate planning, offering comprehensive services to prepare families for financial futures with confidence.
About
Profusion Financial Group is an independent financial planning firm that has been serving clients for over 20 years with expertise in retirement and estate planning. The firm is committed to preparing families for their financial futures with confidence by offering a comprehensive suite of services.
These include retirement income planning, estate protection and distribution strategies, tax-free strategy planning, pension evaluation & maximization, social security benefit expectations and strategies, and public employee retirement maximization. Additionally, the firm provides insurance protection products such as annuities, life, disability, long-term care, health, and property & casualty insurance. Profusion Financial Group operates with a client-first philosophy, ensuring transparency and customized strategies that prioritize the client's needs. The firm partners with attorneys, CPAs, and other experts to deliver unbiased, clear strategies through effective communication, helping clients achieve and maintain financial independence throughout retirement by preserving, protecting, and building their wealth. Owner Michael Hersman, with certifications in life, health, disability, annuities, property and casualty insurance, leads the firm, which serves clients across Ohio and may assist nationwide. The firm offers complimentary, no-pressure appointments to review clients' situations and provide strategies to reach their goals effectively.
Services
Retirement Income Planning
Strategies to ensure a steady income stream during retirement.
Estate Protection and Distribution Strategies
Planning to protect and efficiently distribute assets to heirs.
Tax-Free Strategy Planning
Utilizing tax-advantaged vehicles to minimize tax liabilities.
Pension Evaluation & Maximization
Assessing and optimizing pension benefits.
Social Security Benefit Expectations and Strategies
Planning for and optimizing Social Security benefits.
Public Employee Retirement Maximization
Optimizing benefits for public sector employees.