Category: Client Experience

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 ...
Read More →

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. ...
Read More →

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 ...
Read More →

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. ...
Read More →

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 ...
Read More →

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 ...
Read More →

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 ...
Read More →

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 ...
Read More →

Money Buys Some Happiness. These Methods Can Do More.

Everyone deserves to be happy, right? Research has shown that once you take care of basic needs, additional money doesn’t materially increase your happiness level. ...
Read More →

Tips for Using Zoom, Teams, or Other Video Conferencing

Most of us are using some form of video conferencing these days, and there’s a good chance you’ll use it with friends and family this ...
Read More →
Search