Helping Cincinnati families retire with confidence.
Whether you're preparing for retirement, changing jobs, managing a large 401(k), or simply wondering if you're on track, we'll help you create a personalized financial plan.
Am I on track for retirement?
How much cash should I keep?
Should I convert to a Roth IRA?
Is my portfolio taking unnecessary risk?
How can I reduce taxes in retirement?
When should I claim Social Security?
Am I invested appropriately for today's market?
Let's answer these questions together.
Our History
Years of experience have prepared us to guide you through your life transitions.
Who We Are
I serve members throughout all seven Cinfed Credit Union branches. I've helped individuals and families navigate retirement planning, investment management, Social Security strategies and comprehensive financial planning.
