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Centered Wellness Affiliation utilizes the facilities of Unity Spiritual Center, Westlake Ohio and various locations associated with our affiliates for classes, lectures, workshops and events.
Nancy has been in the financial services field since 1988, and has spent most of her career focusing on retirement planning and creating tax-free income for her clients. A common thread through every service she offers is teaching people to regain control over their health and their wealth.
She earned her B.S. from Ohio University in 1985 and her MBA in Finance from Cleveland State University in 1988.

Nancy is an Investment Advisor Representative, and is insurance licensed for life, health, annuity, property and casualty. She is Vice President of Heritage Consulting Group. As an integral part of Nancys plan to provide holistic planning to her clients, she founded Independent Insurance Agency of Ohio. Her goal was to be able to build her clients wealth and also to protect their wealth through an independent agency that represents her clients needs.

Investment Advisory Services offered through SMC Advisory Services. Heritage Consulting Group and SMC Advisory Services are not affiliated.
Nancy Coveleskie
Spending & Saving
Nancy Coveleskie At-A-Glance
Area(s) of Expertise: Finance, Insurance, Health plans
Company Name: Heritage Consulting Group, Inc.
Business / Practice
Social Media
  • Retirement planning
  • Financial Planning
  • Investing
  • IRA rollovers
  • Life Insurance of all types
  • Long term care - traditional and asset-based
  • Annuities
  • Creation of Tax-free income
  • Home, Auto and Umbrella policies
  • Commercial property and liability policies
  • Healthshare enrollment

Liberty Healthshare
Healthshare is a non-insurance alternative to Obamacare and traditional health insurance.  It is a non-profit organization based on members helping members pay for medical costs.  It allows members to keep their own doctors, choose their own hospitals. It allows the member and their doctors to dictate treatments...not the insurance companies.  It is affordable to buy and affordable to use.

Independent Insurance Agency of Ohio
Independent Insurance Agency of Ohio is a full-service property and casualty agency.  We are committed to:
  • Finding the carrier that offers you superior coverage from our array of quality companies
  • Stretching your premium dollar to meet your needs
  • Holding annual reviews with you
  • Letting you know when your insurance needs to be re-shopped
  • Giving you the personalized service only a local agent can provide

Authentic Money Roadmap
This online course takes you through the same exact strategies and techniques used by my clients to defeat the fear of running out of money.  It is a holistic approach to making sure that your values and priorites are congruent with your financial decisions, and eliminating financial stress throughout the process.  It will help you to become a truly informed consumer, replacing confusion and overwhelm with confidence!  My site contains three free video training webinars and the ability for you to further your studies.

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Where To Start
Visit the Heritage Consulting Group web site to begin learning about Nancy and her services.
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Classes & Events
Nancy Coveleskie
Affiliate Profile
Webinars / Teleseminars / Off-Campus Classes and Events
Classes/Events Held at Centered Wellness Campus in Westlake Ohio
As a guardian of what matters to you, I guide you to regain choice and control over your health and wealth through services such as:

Liberty Healthshare:  Healthshare is a non-insurance alternative to paying for healthcare costs that is affordable to buy and to use. It is available to individuals and to small employers.

Independent Insurance Agency of Ohio:  We are committed to offering many quality carriers for home, auto, boat, motorcycle, umbrella, commercial & small business needs.  There is no need for you to continually shop...we'll help you save!

Authentic Money Roadmap - This online course will help you defeat the fear of running out of money.  I'll guide you through the same strategies and techniques used by my clients to create the route to retirement that's right for you.