Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Hi, I'm Steven Crane. I didn't grow up around money. I didn't grow up with access, connections, or a silver spoon. In fact, I've been the person on the outside looking in... financially struggling, overlooked, and underestimated. At one point I was the stereotypical "homeless veteran". And while that part of my story doesn't define me, it deeply informs why I do what I do today.
I started Financial Legacy Builders with one mission in mind: to make high-quality, transparent, and judgment-free financial planning accessible to the people who need it most - veterans, working-class families, and those who've been excluded from the traditional financial advice world because of their income, background, or life circumstances.
I've spent the last decade working across public, private, and government sectors, acquiring tools and certifications ( Over 100 of them) to master this industry, not just to look good on paper, but to serve people powerfully and ethically. I've delivered over $4.2 billion in benefits to veterans worldwide, coached more than 5,000 individuals, and led global teams in implementing transformational programs.
I hold multiple doctoral degrees and a wall full of credentials, including ChFC, CLU, AFC, NSSA, CFEd, CMFA and numerous other designations that professionals in the industry spend years pursuing. While I rarely lead with titles, I've earned every one of them to ensure the advice I give isn't just passionate; it's percise, professional, and built to serve you well.
What matters most to me is that you feel seen, respected, and equipped tp create a legacy you're proud of, whether you're earning $20K or $200K a year. I believe financial advice shouldn't be a luxury product for the wealthy. Everyone deserves a plan and partner who listens without judgement and provides a clear path forward.
At Financial Legacy Builders, we don't talk over your head, sell products, or require six-figure minimums. We charge a flat 1% of your household income because I believe that's fair, transparent, and aligned with your success. This firm was built for people like us. People who've fought to be where they are and just need a trusted guide to take that next step with confidence.
So, if you're tired of feeling invisible, overwhelmed, or stuck... you're not alone. And you're not behind. Let's build something powerful together.
After a successful career in customer service, including 11 years in international operations, Mark retired to pursue a lifelong goal of personal service in financial planning. Armed with a summa cum laude degree in Accounting, earned at Capital University, and a passion for investing, developed during his 9 years in the US Navy Submarine Service, Mark went on to obtain his FINRA Series 7, NASAA Series 66 securities licenses, as well as his Ohio Insurance license.
Mark has also completed the course requirements established by the National Association of Certified Financial Fiduciaries. www.nationalCFFassociation.org. The NACFF’s mission is to develop a network of qualified professionals that strive to create a strong and safe environment where investors are assured that their bests interest always come first.
He is currently licensed to serve clients in Ohio, Indiana and Nevada. Where he specializes in asset allocation and portfolio management, and comprehensive financial planning for families and individuals. Mark is a representative of Securities America Inc, Member FINRA/SIPC and Securities America Advisors.
Aaronis the founder & owner of Voyageur Advisory Group. He attended The Ohio State University for his undergraduate studies and received his Bachelor’s of Arts Degree in 1999. He furthered his education at Case Western Reserve University School of Law where he earned his Juris Doctorate. Aaron is a Certified Financial Fiduciary and holds several licenses in various states across the country and works as a Retirement Planner and Team Based Model Consultant with Voyageur and an attorney, licensed to practice law in both Ohio and
Michigan.
At Voyageur Advisory Group we strive to build lifetime relationships as we work proactively on your behalf in all areas of retirement to ensure we are the last advisors you will ever need. It is our mission to perfect individualized holistic plans that inspire confidence and peace of mind through all seasons of life. Our proprietary planning process was developed to design and implement comprehensive retirement plans, ensuring both stability and growth through our broad array of services and team of professionals that through coordinated efforts and designs, provide our clients with a truly holistic retirement and estate preservation plan. The professional team that Voyageur has brough together includes insurance agents, financial planners, brokers, registered investment planners, elder law attorneys, real estate attorneys, accountants, CPAs, and VA accredited agents and many more, to ensure that you, as our client, get the best, most bullet-proof plan available, ensuring you not just arrive in retirement, but that you enjoy the journey!
Alex Johnson is an independent insurance broker through his agency, HealthCare Advisors. He specializes in individual/family health insurance, Medicare, life insurance, and insurance solutions for retirement and long-term care needs.
“My favorite part about being an insurance professional is I am truly able to help people and give them piece of mind about their finances. I have always sought to provide honest and best-interest solutions, and becoming a Certified Financial Fiduciary has allowed me to show my client’s that I hold integrity and best-interest above all else.”
Alex strives to provide his clients with honest and expert guidance and keeps a close eye on industry trends and products. When not helping people with insurance, Alex loves to spend time with his wife Morgan and daughter Alaina. Alex also loves cooking and enjoying the great outdoors.
I left Broadcasting to Become a Certified Financial Fiduciary® and Professional Grandpa
My Syracuse University, Television and Radio degree led to a long career serving clients in broadcast television. When I retired from Creative Production at WCPO, the E.W. Scripps TV station in Cincinnati, I followed my curiosity and took a hard right turn into financial services.
Always keenly interested in numbers and planning, I earned an Associate's Degree in Accounting and Finance with Tax Practitioner Certification at Sinclair Community College. After becoming fully insurance licensed in Ohio for Life, Health as well as Property and Casualty, I added Variable with a Series 6 license to become a registered representative.
I have enjoyed learning the financial services ropes with AXA/Equitable and Farmers Insurance. I have worked the past 4 tax seasons as an H&R Block Tax Professional for additional education and experience. My Certified Financial Fiduciary® designation is a crowning achievement enabling me to utilize this accumulated financial services experience at the highest level of integrity and trust.
And ya know, trust is key when taking care of a precious granddaughter which is my joy when I'm not working in the financial services world. My wife and I have gladly joined the support team while her parents pursue busy careers in medicine and business.
Robert Warther is the CEO & Founder of Warther Private Wealth, where his focus on capital accumulation, estate and trust planning and tax saving strategies enables him to create tailored solutions to meet his clients objectives.
Robert is a longtime member of the Million Dollar Round Table and consistently qualifies for membership in the prestigious Top of Table.
Robert currently resides in Naples, FL with his wife Fleur and dog Coco. In his free time he enjoys flying his plane, kitesurfing and watching the Cleveland Browns.
Carl McClurg, Certified Financial Fiduciary®, AIF® CEPA®
Carl McClurg is a proud resident of southern Ohio for over 45 years who maintains a genuine sense of gratitude for the hard work, family values and selflessness instilled in him by many positive influential individuals throughout his life.
Carl is the owner and founder of Complete Wealth Strategies, which he started in 2009 to "empower clients to take control of their financial lives." Additionally, he's the Co-Founder of Ohio Pension Consultants, LLC, an organization designed to assist pension plan owners with making educated retirement decisions.
Carl owned and operated an office technology company up until the mortgage crisis of 2008. He watched the decimation of the stock market and felt, firsthand, the subpar level of service provided by advisors. Knowing there had to be a better way to help people financially, Carl returned to school and launched his financial career. Today, the team at Complete Wealth Strategies focuses on developing investment and tax strategies to help their clients achieve financial success.
Over 44 years of business experience in multiple industries and starting two companies gives Carl a unique ability to relate to a wide variety of clients and their financial situations. He holds Series 6, 63, 65 and 7 certifications, and being an Accredited Investment Fiduciary, as well as Certified Financial Fiduciary and Certified Exit Planning Advisors and shows his commitment to putting his clients' interests first.
Carl is married to Caroline, and together they have five children—Erika, Amanda, Eddie, Marie, and Michael—and eight grandchildren—Breydan, Boston, Eli, Owen, Abel, Ahri, Elise and Karli— and 2 great-grandchildren— Luca and Mia. Outside of the office, you can find him volunteering in the community, spending time with family and friends, and traveling for some relaxation.
Carl knows that honesty and integrity are paramount in the financial industry. Clients choose the Complete Wealth Strategies, Inc team because they listen before planning which enables them to create individualized financial strategies with pinpoint accuracy.
Carl McClurg, Certified Financial Fiduciary®, AIF® CEPA®