Independent. Fiduciary. Local.
Cleveland's IRA Specialist
We can help you with opening a Roth or Traditional IRA, retirement plan rollovers, Roth conversions and inherited IRAs!
IRAs - It's What We Do
Opening An IRA
Retirement Plan Options
Retirement Plan Options
At Couch Investment Management, we will help you determine which type of IRA is best for you and your situation. We make it simple! We will handle all the paperwork and can manage the IRA for you under a fiduciary standard. We can also help with a Roth conversion!
Retirement Plan Options
Retirement Plan Options
Retirement Plan Options
When considering what to do with an old retirement plan, you have several options. One is to roll it over into an IRA. Other options include keeping you money in the plan, transferring to another plan or cashing it out. We'll help you decide which one is best for you.
Inheriting An IRA
Retirement Plan Options
Inheriting An IRA
If you are inheriting an IRA or retirement plan, you need to know what to do and what not to do. Laws regarding inherited IRAs have changed recently. Mistakes can be very costly! We will make sure you understand your options.
Meet Craig - Founder & Financial Advisor
Thank you for stopping by! I'm Craig Couch. I'm a life-long Clevelander and the founder of Couch Investment Management LLC.
After years of working for big banks and brokerage firms, it became apparent to me that my employer was more interested in making money FROM my clients and not FOR my clients. I knew there had to be a better way. So, I launched my own practice.
At Couch Investment Management LLC, client accounts are actively managed on a flat fee basis and under a fiduciary standard. This means that legally speaking, your best interests must always come first!
My wife and I have two boys and we live in North Ridgeville. That's our Golden Retriever, Cooper in the picture. We love him very much. He's a good boy!