Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 04:00PM
Tuesday 08:00AM - 04:00PM
Wednesday 08:00AM - 04:00PM
Thursday 08:00AM - 04:00PM
Friday 08:00AM - 04:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(877) 279-1183

Branch Team

  • Alexa Newton
    Branch Office Administrator

Office Address

8390 E Kemper Rd Suite C
Cincinnati, OH 45249
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