PLAN YOUR FUTURE, LIVE YOUR LIFE, AND CRAFT YOUR LEGACY™
We Do More Than Just Manage Money
The Financial Services we Offer
Comprehensive Financial Planning*
Investment Management and Consulting*
Investment Management and Consulting*
Investment Management and Consulting*
Investment Management and Consulting*
Investment Management and Consulting*
We use Charles Schwab and Company as our primary custodian, but you are able to maintain your assets with any custodian that grants us trading authorization.
Tax Planning and Preparation*
Investment Management and Consulting*
College Education Planning & Preparation*
College Education Planning & Preparation*
Philanthropy Planning Using the J24 Charity Trust*
College Education Planning & Preparation*
Philanthropy Planning Using the J24 Charity Trust*
Philanthropy Planning Using the J24 Charity Trust*
Philanthropy Planning Using the J24 Charity Trust*
Charity- Community Impact Planning*
Philanthropy Planning Using the J24 Charity Trust*
Philanthropy Planning Using the J24 Charity Trust*
Financial Education Seminars*
Business Valuation & Succession Planning*
Spending Plans & Debt Management*
Spending Plans & Debt Management*
Business Valuation & Succession Planning*
Spending Plans & Debt Management*
Business Valuation & Succession Planning*
Business Valuation & Succession Planning*
Business Valuation & Succession Planning*
The Non-Financial Services we offer
Insurance Review & Consulting
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Home & Technology Management Support
Estate Planning & Settlement Services
Home & Technology Management Support
Medical Advocacy
Your Legacy Message ™ and Genealogy Records
Home & Technology Management Support
Personal Archive Organization
Your Legacy Message ™ and Genealogy Records
Your Legacy Message ™ and Genealogy Records
Your Legacy Message ™ and Genealogy Records
Your Legacy Message ™ and Genealogy Records
Your Legacy Message ™ and Genealogy Records
FAMILY VIDEO CREATION & EVENT PLANNING
FAMILY VIDEO CREATION & EVENT PLANNING
FAMILY VIDEO CREATION & EVENT PLANNING
HOME ORGANIZATION
FAMILY VIDEO CREATION & EVENT PLANNING
FAMILY VIDEO CREATION & EVENT PLANNING
PERSONAL CONCIERGE- TASKS & PROJECTS
FAMILY VIDEO CREATION & EVENT PLANNING
PERSONAL CONCIERGE- TASKS & PROJECTS
We Have 5 Locations To Meet Your Needs
-West Chester- 9078 Union Centre Blvd, Suite 350
-Blue Ash OH- 4555 Lake Forest Drive, Suite 500
-Downtown Cincinnati - Scripps Center 312 Walnut Street, Suite 1600,
-Norwood - Rookwood Tower - 3805 Edwards Road, Suite 550
-Florence KY - Turfway Ridge Office Park, 7310 Turfway Road, Suite 550
Social Media, Credentials, Disclosures, and Memberships
