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We represent you! Call us today, 513-769-3131 for a no-cost consultation, a free investment review. We understand that people simply want to work with a retirement planner that they can trust, someone who truly represents their interests. Are you frustrated with the way your investment accounts are handled? Do you know when you will be able to retire? Do you feel that you lack a quality investment strategy or retirement plan? Our firm is fee-based which means that we generate our income by growing the value of your accounts with us, not from selling you products. If you currently work with a financial planner or investment advisor who makes his or her living selling commission-based products, perhaps you feel uncomfortable knowing that your retirement plan comes second to his or her salary. You may like your current advisor on a personal level but are your retirement goals being met? For 30 years our family-owned and operated firm has navigated through market upswings and downturns, contractionary and expansionary periods, booms and busts. Even in the toughest economic cycles, we have helped hundreds of our clients retire assured that their financial plan is comprehensive and fully implemented. We create, present and implement comprehensive financial plans in accordance with the Certified Financial Planner Board of Standards (CFP®) financial planning process. Our services include investment advising, guidance and asset allocation management, cash flow analysis: indicating projected rates of return needed for achieving financial independence or retirement. Our planning process takes into consideration various inflation rates and other variables. We procure estate reviews with reputable and experienced attorneys. We perform survivor needs analysis and estate tax analysis including provisions that will help you avoid probate. Our team has the tools to run long-term care insurance needs analysis. We are familiar with various education funding and provisioning scenarios. We aid in tax minimization strategies current and long-term. Meet with us face-to-face at least two times per year or request plan updates as needed. Our experienced and client-focused team of professionals custom tailors each client report quarterly for your review.