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


Monthly Newsletter
02 May: April Newsletter

April Newsletter At the beginning of this month, we focused on items pertaining to taxes and wealth planning. We then…

29 Mar: March Newsletter

March Newsletter This month we focused a lot of our topics on building wealth with thoughtful financial planning in different phases of…

February Newsletter
23 Feb: February Newsletter

February Newsletter This month we hosted a Webinar and released 2 new podcast episodes. We also provided a lot of…

January Newsletter
30 Jan: January Newsletter

January Newsletter This month we shared a number of articles, videos and presentations related to retirement planning and things to…

22 Dec: December Year-End Newsletter

December Newsletter As we approach the end of 2022, we want to recap some of the major topics from the…

August Newsletter Cover Photo
31 Aug: August Newsletter

August Newsletter With summer nearing a close and kids going back to school it is time for a change in…