Serving Executives & Professionals
It has taken a lot of drive and determination to get to where you are today. And being an executive can bring great esteem and compensation packages. But a demanding career as an executive can bring high taxes, big financial risks and limited time to deal with all the complexity. We have the utmost respect for your sacrifice and your role as a leader. And we believe the right kind of planning can help you enjoy the fruits of your labor and achieve clarity and peace of mind.
The challenges of business leadership are constantly changing. We can’t predict the path your career will take or the twists and turns life may bring. But we can prepare and plan today to create a future you want for yourself and your family.
We help you formulate a plan that that is built to accomplish your dreams and goals, not to just accumulate financial stuff and not to measure against what your colleagues and friends are doing. More than information, we provide guidance – a financial game plan, in a language you understand, to align your wealth with your values. And we partner with you as the guide for your journey – from early career to sending kids to college and on to retirement and leaving your legacy.
In our investment advisory work, we serve as fiduciaries, and our planning process is centered around your best interests. Always doing the right thing for our clients is more than a legal standard, it’s core to who we are. We deeply appreciate the trust clients place in us and always do our best to honor that.
4357 Ferguson Drive, Suite 240
Cincinnati, OH 45245
Phone: (513) 753-9966
Toll Free: (800) 875-5966
Fax: (513) 753-1790
