8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
513-745-7071
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How We Work

Our philosophy is to Serve First, Serve Last and Serve Always.

While our experience and technical capability is essential when evaluating a financial planning team, we believe it is also important that you understand how we strive to serve our clients. Upon engaging our team, we follow a well-tested financial planning process which is highlighted throughout our website. Once we work with clients to identify their objectives, create observations, communicate recommendations and implement strategies, our job is not done. Financial planning is not an event, it is a process. As such communicating with clients is key.

We utilize the following to engage our clients throughout the year:

  • Practice wide email updates for important information
  • Conference calls to provide timely perspective on significant financial events
  • Webinar capability
  • Private client website
  • Monthly e-newsletters
  • Quarterly investment letters
  • Client events focused on financial (e.g. investments), non-financial (e.g. leadership development) and social
  • Ongoing client reviews either in person or via webinar
  • Client specific updates when changes occur to their various implemented strategies

Contact us to learn how we can add value to your financial planning.