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Center for Wealth Management - Cincinnati, OH - 45245 - Wealth Manager - Estate Planning - Retirement - College Funds - Financial Planner - Portfolio Analysis - Annuities - Investments

No One Strategy Fits Everyone Our Team Approach Understanding Your Goals An Approach Designed For You

Planning for your family

We can help take some of the mystery out of preparing for your financial future.

Retirement Income Strategies

Assisting you to live off your hard earned savings.

Investment Strategies

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

 

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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