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Scott M. Barbee, CFP®, CPA

Truepoint Inc.

4901 Hunt Rd
Ste 200
Cincinnati, OH 45242
Phone: (513) 792-6645
Fax: (513) 792-6644

Toll-free: (800) 792-6648

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Personal Taxes

 

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.