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If you are like most of our clients, you have a basic understanding of investments, but do not have the time, interest, or expertise to be confident that you are doing the right things in order to reach your financial goals. You want to rely on someone you know and trust to help you make good decisions about your money as you transition through life.
Clients typically begin working with us when they start thinking more seriously about retirement planning. Sometimes an initial meeting is prompted by an inheritance from a parent, when a large sum is received from a settlement or gift, or when a spouse dies. Often a widow has been the bookkeeper of the household, but her late husband was the one who paid attention to the investments, so she needs help managing her money.
Our clients come from all walks of life. They include nurses, architects, teachers, engineers, homemakers, administrators, firefighters, consultants, secretarial workers, lawyers, civil service personnel, and doctors.
People who have worked for smaller local companies, as well as employees of large corporations, come to us for assistance.
Clients usually prefer that we handle the majority of their invested assets because they appreciate our coordinated approach. Most of our clients have invested between $100,000 and $1,000,000, through us. We have several clients with over $1,000,000. In all, we serve approximately 600 households with over $140 million in assets invested.
Though many of our clients live on the west side of Cincinnati, we help people from over 100 zip codes.
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