Provide clients with great service, an in-depth education and understanding regarding their investments. Offer clients greater access to investment products and help them understand the impact of taxes, fees and market volatility during the golden years. Examples of recent planning services provided to client families: • Created a retirement plan for empty nest parents with ten years until retirement • Retirement planning for a client who sold their family business • Advised retiring clients on best ways to apply for and draw Social Security • Performed benefits review for a client who recently changed jobs • Helped new physician and a dentist select disability insurance plan • Created a step by step plan for a client to plan for their children to attend college • Helped young professionals establish retirement plans and set three year financial goals and budget • Reviewed and advised client on their Long term care options • Designed an extended care plan for a widow who did not want to be a burden on her children • Provided an insurance analysis to newlyweds allowing them to properly protect their lifestyle and help them with their mortgage options • Discussed and educated a client on a business buy / sell agreement • Solved a new client’s retirement income cash flow crisis by reallocating assets Specialties: Retirement Planning, Fee Based Planning (Plan for fee), Financial Planning, Investment Planning, Social Security Planning, Pension Planning, Income Planning, Tax Efficiency Planning, Insurance Planning, Small Business Succession Planning, Retirement Plan Services , Mortgage Loan Orginator NMLS 1698629 Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794 Investment Advisory services offered through O.N. Investment Management Company.