7661 Beechmont Avenue, Suite 200, Cincinnati, OH 45255

(513) 233-0715
[email protected]
Account Access

Helpful Resources

Explore the wealth of knowledge and valuable resources waiting for you below. Take a moment to browse through and discover the tools that can help you excel in your journey.

Downloadables

Secure Your Legacy:

A 10-Point Checklist for a Fullfilling Retirement and Generational Wealth

Quizzes

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More
Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More
What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More

E-Books

What to Do with a Windfall

"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.

8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

 

Articles

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn More
Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
Learn More

Interested in more Resources? Let's Talk

Thank you!
Oops!

Get Access to Exclusive Content

This page is only available to members of our community. Join us today and get full access.
Thank you! Oops!