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

<strong>Secure Your Legacy:</strong>

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&#8217;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

Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn More
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More
Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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!