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

8040 Hosbrook, Road, Suite 220 Cincinnati, OH 45236


Consultation Services

Are you just embarking on life's journey or do you need help navigating around a specific financial issue?  Are you unsure if a financial advisor is something you can afford? Do any of the following situations describe you?

These are but a few of the financial issues confronting people at various stages in life requiring professional advice.  The irony is that the people in greatest need of such advice are often those least able to afford it. 

Why Choose Us?

  • We are dedicated to serving your needs at an affordable price regardless of the size of your investment portfolio
  • Many financial decisions have lifetime consequences so obtaining professional advice is wise
  • We believe our attention to detail is second to none within the financial advisory community

Ready to get started?  Let us be your guide!