Our Services

We offer the following services: Personal Financial Planning,Budgeting, Retirement Planning, Life Insurance Analysis, IRA Rollover analysis, Mutual Funds, Fixed and Variable Annuities as well as a full line of Brokerage Services utilizing, Pershing. We assist many clients with Corporate Retirement Plans, incl. Pension , Profit Sharing and 401(k) , in addition to our traditional market, the TSA or 403(b) marketplace.


Please click on the links below to learn more about our products/services:  

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AIM Funds

Alliance Capital

American Funds

Davis Funds

Fidelity Investments

Franklin Templeton

Greater Cincinnati School Employees Credit Union

Kemper Funds

MFS Investment Management

Nationwide Financial Services

Oppenheimer Funds

ProEquities/Pershing Client Information

Putnam Investments

Safeco

Security Benefit Group of Companies

SunAmerica

Transamerica

Van Kampen Funds

Zurich Kemper Life

Treasury Direct