You can contact us directly at:
4555 Lake Forest Drive
Cincinnati, Ohio 45242
312 Walnut Street
Cincinnati, Ohio 45202
What Happens Next?
Once you have requested contact, we will get back with you typically within 24 hours.
Our financial planning software is totally free. There is no obligation on your part. You can sign up here. The planning software will remain free to you as long as you want. You can link your accounts and get a idea of your complete financial picture. Put in as much or as little information as you like. It is up to you how you utilize the software tools.
In the "Profile" tab in our financial planning software is a secure vault. You can safely upload sensitive documents to that vault if you want us to look them over. Whatever you do, don't email anybody documents that contain your personal information. E-mail is not a secure communication tool.
If you have entered your information into our planning tool, we will review this information and any new information you bring with you during your introductory meeting. This gives us an opportunity to understand what your goals and dreams are and how we can help you to achieve those dreams.