At SevenHills Cleveland Benefit Partners, we pride ourselves on going above and beyond to educate your participants and create successful outcomes. We typically use a combination of face-to-face meetings, web-based GoToMeetings, recorded presentations, and a robust Financial Wellness Program developed by our RIA Pensionmark.

Through years of educating participants, we have learned that one-on-one meetings deliver better results than any other form of education or marketing. We are committed to providing one-on-one education for participants.

To supplement face-to-face education, we provide our participants with a robust financial wellness program that includes the following services and tools:

  • Personal Financial Portal
  • Employee Gap/Needs Analysis
  • Bilingual Financial Wellness Help Center
  • Monthly Retirement Connect educational videos and newsletters
  • Monthly webinars on various retirement and financial planning topics
  • Online education center
  • Social media news and education

For more information on our financial wellness program, visit the Pensionmark Website.


Our Retirement Plan Advisors

Tony Black, RPA, AIF
Tony Black, RPA, AIF

CEFEX-Certified Retirement Plan Advisor

Matt Voecks, RPA, AIF
Matt Voecks, RPA, AIF

CEFEX-Certified Retirement Plan Advisor

View Certificate