John Bovard, CFP

John Bovard, CFP

I’m a Cincinnati based independent financial planner focused on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. READ MORE

IRS Enrolled Agent – Tax Planning

Transcript Many financial advisors mention tax planning when they discuss what services they offer their clients.  Since becoming an independent financial advisor, to take that a step farther, I became an IRS Enrolled Agent.  An IRS Enrolled Agent has the ability to...

2020 Annual Market Review

2020 Annual Market Review

2020 was obviously a very chaotic year for the country and for the stock market. Even through all the headline risk of this year the market still stock market still averaged double digit returns. Do you know the performance of your portfolio for 2020? You can use this...

Set It & Forget It – Automate your finances

Set It & Forget It – Automate your finances

Automating your finances is one of the most reliable ways to maintain solid financial habits and to build wealth.  We often use automation to pay our lenders, utility companies and service providers so why not automate to pay yourself first.  Automating your savings...

Merry Christmas

Merry Christmas

Merry Christmas from the Bovard family to yours! Here are some of our Christmas Favorites.   Favorite Christmas Movie Elf Favorite Christmas Song Rudolph the red nose reindeer Favorite Last Minute Shopping Store Kohl's Kid's top Christmas List Item Camden:...

The Gift That Keeps on Giving

The Gift That Keeps on Giving

This holiday season is a great time to give your child(or grandchild, niece/nephew etc.) the gift that keeps on giving and that is the gift of stock ownership.  By getting your child involved in investing at an early age this can set them up on a path of financial...

Bitcoin: Is It Time To Take It Serious?

Bitcoin: Is It Time To Take It Serious?

After seeing the mania that happened with bitcoin back in 2017 it was easy to chalk that up to a crazy fad that will soon go by the wayside. Maybe the people writing off bitcoin simply are not educated on it? I took the time to educate myself on bitcoin and how...

The Financial Incline: Eric Wood

The Financial Incline: Eric Wood

In the first episode of The Financial Incline I am thrilled to be joined by Eric Wood. In this interview we discuss some of Eric's earliest memories of money and what is was like when he received his first NFL contract. He shares advice to current NFL rookies and how...

Contact us

Email

JohnBovard@incline-wealth.com

Phone

513-708-9089

Address

3805 Edwards Road, Rookwood Tower, Suite 550, Cincinnati, OH 45209

Get in touch

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