(513) 717-8800 | Client Login
SERVICES
| FINANCIAL PLANNING
Our Financial Planning service offers professional expertise from our advisors tailored to your individual situation. Whether you want a comprehensive analysis or a review of a specific facet of your financial plan, our advisors strive to give you strategic guidance and objective advice to achieve your financial goals.
OUR FINANCIAL PLANNING PROCESS:​
​
Our planning process begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies designed to meet your needs. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track to pursuing your objectives.
​
We view Financial Planning as an ongoing and evolving process. Our process is designed to help change your financial plan as your life changes.
OUR FINANCIAL PLANNING PROCESS:​​
As we proceed through life, we experience different stages of financial planning that need to be addressed. These common stages are:
Wealth Accumulation- “working years”
-
Ongoing advice on matters of all general financial planning questions and concerns.
-
Retirement Needs Analysis
-
Education Needs Analysis
-
Savings and Investment Analysis
-
Portfolio Investment Strategy and Asset Allocation
-
Insurance and Risk Management Planning
Wealth Distribution Planning: “retired years”
​
-
Ongoing advice on matters of all general financial planning questions and concerns.
-
Retirement Income Cash Flow Planning
-
Tax Management Strategies*
-
Pension Analysis and Election Recommendations
-
Social Security Analysis and Recommendations
-
Portfolio Investment Strategy and Asset Allocation
-
Insurance and Risk Management Planning
Estate Planning*: “Legacy”​
​
-
Ongoing advice on matters of all general financial planning questions and concerns.
-
Asset Registration and Beneficiary Designations
-
Wills, Estates and Trust Strategies
-
Gifting Strategies
-
Insurance and Risk Management Planning