Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Annuities
- Banking
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Investment Management
- Limited Partnerships
- Employee Benefits
- Mutual Funds
- Real Estate
- Insurance
- Retirement
- Stocks & Bonds
- Succession Planning
- Long-term Care
How Planner Charges
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
10250 Alliance Rd
Suite 125
Cincinnati
OH
45242
|
|
Select
|
|
10250 Alliance Rd
Suite 125
Cincinnati
OH
45242
|
|
Select
|
|
10250 Alliance Rd
Suite 125
Cincinnati
OH
45242
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.