Providing the Greater Cincinnati Area With Financial Guidance & Tax Efficiency Planning
While I work with people at all stages of life, I specialize in serving people 5-10 years from retirement and helping them create a plan to transition confidently into their next chapter.
I am here to serve you through:
- Personalized Financial Planning
- Retirement Strategies
- Wealth Management
- Wealth Transfer Strategies
- Tax Efficiency Planning
- Charitable and Estate Planning
Our office is located in the Sharonville area and easily accessible via I-275, I-71 and I-75. Please contact us to learn more or schedule a complementary introductory meeting.
Let's put your plans in motion
I believe life is about more than money and your financial plan should be as well. We will work together to develop your goals and help you live the life you desire through thoughtful financial strategy and planning. We understand that money isn’t the goal, but the tool with which you can attain your goals.
I love helping clients maximize their legacy and generosity in the Greater Cincinnati area including Sharonville, Colerain, Loveland, Mason, Liberty Township, and the entire Tri-State Area.
- (513) 370-2273
- (513) 370-2276
Client Meetings: Tues-Thurs: 10am-5pm.
Office Hours: Mon-Fri: 9am-5pm
Please note: Susan Bennett is out of the office on Fridays and Krista Webb works remotely on Fridays.