Welcome to our website -- an information resource designed to help you learn more about investing and retirement planning. Click around and you'll find a variety of financial tools. There are Financial Calculators that can help you get a clearer picture of where you stand and where you're headed in your retirement journey. In our resources area, there are Articles, Videos and Presentations on a wide range of financial topics. There are also Tax Resources and a Glossary of investment terms. Check back often, because we're constantly adding new material.
If you are a client, we have links to your account information at either Individual Client Account Access or 401k Participant Account Access.
If you have a specific question or want more information, click on Contact, drop us an e-mail message at [email protected], or call us at 513.624.6618.
Nobody wants to work forever. We want to help you make work optional, and the sooner the better!
We use a consistent investment process that takes the current day emotion out of investment management.
We use an innovative methodology in assisting plan sponsors develop custom retirement plans for their employees focusing on three key issues:
With questions about the future of Social Security and the decline of the traditional pension plan, one of the major challenges facing people today is how to plan for retirement.
This pre-retirement calculator is designed help you assess how well you have prepared for retirement.
When investing, your risk propensity may be used to help assess your asset allocation.
How long will it take to double your money?
How much more income you may need at retirement to keep your same standard of living that you have today.