(513) 794-2870 | Fax (513) 273-0246

8040 Hosbrook, Road, Suite 220 Cincinnati, OH 45236


For Clients

Client Checklist and Questionnaire:

Regardless of the service we provide to you, we’ll need to collect data to proceed.  Please complete the Confidential Financial Planning Questionnaire and review the Client Checklist for documents we’ll need from you.


Quarterly Market Reviews: