Investment management and planning services.
We manage investments for people in Northern Kentucky and Cincinnati, with planning to help guide the decisions.
A change in life can prompt a financial decision.
Retirement is the most common reason someone comes to us. An inheritance, a new business or a growing family can also create a need to review how money is invested.
Investment management
Planning forecasts and spending needs help shape investment decisions.
Retirement planning and income
Retirement timing, monthly spending and the choices that affect how savings are used.
Small-business retirement plans
Retirement plans for owners and employees, with a particular focus on 401(k) plans.
Life insurance and education accounts.
We also offer life insurance and education accounts, primarily 529 plans. These may be part of the discussion when clients are starting a family or reviewing family needs.
Discuss your family’s needsDiscuss your investments or retirement plans.
Contact Brad or Fran to arrange a conversation.
Get in touch