8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
513-745-7071
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Individuals & Families Stories

Bob and Sally (ages 56 and 54) had done some planning over the years, but felt disorganized and uneasy about their retirement goals after the “great recession” of 2008/2009. With a son in college, a daughter in high school, one in middle school, and Bob’s employer reducing retirement and other benefits, they had many questions and concerns.

We utilized our proven and defined process to develop a customized and comprehensive financial plan. We took the time to thoroughly understand their situation and their objectives. After diligent analysis, education and discussion of the pros and cons of varying solutions, Bob and Sally were able to confidently make decisions in these areas:

  1. Revise their cash flow to reflect their priorities
  2. Reduced taxation on earned income and investment accounts
  3. Consolidated investment accounts and lowered costs
  4. Developed a prudent asset allocation strategy to increase return potential and lower risk
  5. Developed a tax-efficient strategy to exercise and sell Bob’s stock options and diversify
  6. Determined how to invest for college expenses
  7. Quantified the amount and type of life insurance to provide survivor income
  8. Streamlined their life insurance coverages
  9. Coordinated their group benefits with personal policies
  10. Determined options of when Bob can retire with a reasonable likelihood of success
  11. Determined the optimal Social Security filing strategy
  12. Reviewed their existing wills, powers of attorney and health care directives
  13. Established a personal website for them to see all of their accounts and assets at one location and store important documents in a secure vault