Category: Client Experience
The United States Flag Folding Ceremony
Today is flag day, so I thought I would share an article from the Warbirds about the flag-folding ceremony and how it represents the same ...
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Why “Top Advisor” Awards Are Misleading (And What Actually Matters Instead)
I’m writing this blog today to address the flurry of hollow awards that exist in the financial advisor space. As a fee-only fiduciary serving many ...
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2025 Financial Resolutions
2025 Financial Resolutions: Overcoming the Mental Hurdle for Peace of Mind As the excitement of the new year settles, many find themselves reflecting on their ...
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5 ways we can celebrate our nations heroes on this 2024 Veterans Day!
As we prepare to celebrate Veterans Day, I’d like to share a little history and also a few ways that you can honor our Veterans. ...
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Our Favorite [Financial] New Year’s Resolutions
It’s that time of year when many of us think about establishing one or more New Year’s resolutions. This often means committing to improving one’s ...
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5 Ways We Can Celebrate Our Nations Heroes this Veterans Day!
As we prepare to celebrate Veterans Day, I’d like to share a little history and also a few ways that you can honor our Veterans. ...
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How to Add an Email Address to Your Safe Senders
It is important to us that our clients can receive not only emails from us in their inbox, but also the emails that they find ...
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Announcing Our Planned Expansion For Our Blue Ash Office
We are excited to announce our office expansion to serve you and your loved ones for the next decade. We are honored by great clients ...
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Why Should You Hire a Financial Advisor?
Is partnering with a trusted financial coach one of your new years goals? Have you started your search yet? These questions can be very helpful ...
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How Our Expertise Benefits Clients
Reduce Complexity –Investments, taxes, insurance, and estate planning can be very complicated topics. Too much information can be overwhelming. We explain this in concise, plain-spoken ...
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