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Christine Carleton, CFP®

The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242
Fax: (513) 771-7344

Toll-free: (888) 234-7982

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.