4030 Smith Rd., Suite 200, Cincinnati, OH 45209


Read along as we share ways you can convert high income into last wealth. The Financial Incline will share our guidance through articles, blog posts, videos and interviews. I work closely with business owners and high earning young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. 

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Small Business Retirement Plans image
22 May: Retirement Plans For Small Business Owners

The Role of Small Business Retirement Plans Embarking on the rocketship of starting a business is both exhilarating and overwhelming….

Feds Actions vacuum
17 May: Are Fed Actions Working? Parsing the New Data

Are Fed Actions Working? Parsing the New Data After April’s downturn, the first two weeks of May have not seen…

Business owner benchmarks
10 May: Benchmarking Your Business For Growth

Benchmarking Your Business For Growth Building and running a business requires many different skill sets. You’re often the development head,…

Berkshire hathaway 2022 annual meeting (600 × 600 px)
04 May: Berkshire Hathaway Annual Meeting 2022

Berkshire Hathaway 2022 Annual Meeting Last Saturday was the Berkshire Hathaway annual meeting in Omaha, Nebraska. This is the first…

19 Apr: Small Business Retirement Plans

Small Business Retirement Plans— SIMPLE, SEP-IRA and SOLO 401(k) Small companies shouldn’t forgo retirement savings just because a 401(k) plan…

Senior male carpenter working in his workshop
12 Apr: Estate Planning for Business Owners

Estate Planning For Small Business Owners Can Help Preserve Your Legacy Building a business is all about taking risk. You put…

Tax Planning Webinar
07 Apr: Tax Planning Webinar Replay

On Thursday, March 31st I hosted a free tax planning webinar. I focused on tax strategies that you can use to…

06 Apr: Cash Flow Planning Before Retirement

Pre-retirement planning is one of the most challenging stages of your financial journey. You’re still fully engaged in your career,…