Retirement

Where will your retirement income come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. We are the retirement planning near you in Greater Cincinnnati.

Retirement Planning is complex and may involve many of the following:

• 401k Planning.
• College Savings Plans, 529 Plans.
• Estate Planning.
• Investment Planning.
• Disability Insurance.
• Long-Term Care Insurance.
• Permanent Life Insurance.
• Asset Based Care.
• Personal Financial Statements.