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.

Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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