8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
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Risk Management & Estate Planning

An important part of the financial planning process that is often overlooked is the coordination of wealth management and retirement strategies with risk management and estate planning. Through our comprehensive approach we work to understand this risks that our clients face in both the accumulation and distribution phases.

Furthermore, ensuring effective and efficient distribution of assets to heirs through a well-coordinated estate plan is important. For some, estate planning includes estate tax and/or charitable considerations. Our team has the knowledge and financial planning capability to address both of these areas.

Areas of financial planning we consider:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling to coordinate with your overall financial plan
  • Estate tax reduction techniques
  • Life insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option analysis

Contact us to learn more.