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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Long term
06 Dec: Benefits of Long Term Investing

Investing in stocks has long been recognized as a rewarding financial strategy, but does it pay off in the long…

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22 Nov: Non-Qualified Deferred Compensation Plans

Non-qualified deferred compensation (NQDC) plans are an increasingly popular tool used by employers to attract and retain top talent. These…

For Sale
15 Nov: How to Find Businesses for Sale

Finding a suitable business for sale is a crucial step for entrepreneurs and investors looking to enter the market or…

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08 Nov: What are some ways Small Businesses can Innovate?

Innovation is not exclusive to large corporations; small businesses also have the potential to drive innovation and gain a competitive…

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02 Nov: Qualified Business Income (QBI)

Qualified Business Income (QBI) is a significant component of the tax code introduced as part of the Tax Cuts and…

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25 Oct: What is a Seller’s Note?

When acquiring a business, buyers often explore various financing options, one of which is a seller’s note. In this blog…

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18 Oct: Unique Ways to Structure an Acquisition

Acquiring a business is an exciting opportunity for growth and expansion. However, structuring a business acquisition can be complex and…

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11 Oct: Succession Planning for Business Owners

Succession planning is a vital process for business owners to ensure a smooth transition of leadership and ownership. By proactively…