Tatjana Cumic
Financial Advisor
Financial Guidance for Cincinnati: Retirement, Legacy & Insurance Planning
State(s) Licensed: FL, IN, KY, OH
Phone: 513-485-8763
Address:
3825 Edwards Road Suite 208
Cincinnati, OH 45209
Financial Guidance for Cincinnati: Retirement, Legacy & Insurance Planning
State(s) Licensed: FL, IN, KY, OH
Our Process
I believe that the correct way to eat an elephant is one bite at a time. Therefore, we are sure to take a step-by-step approach with each of our clients, to make sure that they understand what we’re doing to achieve their goals. Money can be a challenging and often uncomfortable subject. That’s why I take a different approach when working with my clients. It starts with a conversation about you, your life and what matters most to you. You’ll get clear, candid, and personalized guidance so you can feel comfortable and empowered to take the next step.
Our comprehensive planning process typically encompasses:
· Protecting loved ones against the impact of long term care, death, or disability
· Asset accumulation
· Retirement income strategies
· Business planning
· Wealth and estate preservation, and
· Charitable giving
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
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Location
Cincinnati Office
- Phone:
- 513-485-8763
Hours
M – F: 9 a.m. – 5 p.m.