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Simplifying Financial Complexities While Increasing Retirement Confidence

Through Financial Planning, Investment Management, Wealth Planning, And Tax Advising Services.

GET STARTED

Simplifying Financial Complexities While Increasing Retirement Confidence

Through Financial Planning, Investment Management, Wealth Planning, And Tax Advising Services.

GET STARTED
Cincinnati finacial advisors - wealth management for multiple generations - emerging, evolving, and executing
Our clients come to us with many types of questions. What makes us different is that we solve their immediate concern while outlining a plan for longer-term financial success.

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Buying a new home or upgrading to another place involves several steps; finding a home, securing financing, making an offer, having an inspection and closing on the purchase. Once you own the home you need to be able to maintain, insure and pay the property taxes on an ongoing basis.  Knowing what you can comfortably afford today and maintain tomorrow is important.

A review of your Net Worth, family obligations, income and liabilities will help you see what coverage gaps exist and what insurance coverage options you should consider. Estate planning everyone should have a Basic Will, Living Will , Healthcare POA, and Durable Power of Attorney and these documents should be reviewed regularly or as life changes happen (weddings, births, divorce, death, etc.)

Saving in your employer sponsored plan up to the match is the first step.  And, if your income does not exceed the income phaseout, you can contribute to a Roth IRA up to the maximum annual amount.  This strategy used together allows one to save for your retirement in the most tax-advantaged method.

Prepare For The Future

YOU’RE GETTING STARTED

We Have Answers...

Buying a new home or upgrading to another place involves several steps; finding a home, securing financing, making an offer, having an inspection and closing on the purchase. Once you own the home you need to be able to maintain, insure and pay the property taxes on an ongoing basis.  Knowing what you can comfortably afford today and maintain tomorrow is important.

A review of your Net Worth, family obligations, income and liabilities will help you see what coverage gaps exist and what insurance coverage options you should consider. Estate planning everyone should have a Basic Will, Living Will , Healthcare POA, and Durable Power of Attorney and these documents should be reviewed regularly or as life changes happen (weddings, births, divorce, death, etc.)

Saving in your employer sponsored plan up to the match is the first step.  And, if your income does not exceed the income phaseout, you can contribute to a Roth IRA up to the maximum annual amount.  This strategy used together allows one to save for your retirement in the most tax-advantaged method.

Prepare For The Future

YOU’RE SAVING

We Can Help Improve Your Results.

Depending on your income you should be building all buckets for your long-term success.  Initially you want to create an emergency fund and maintain the pre-determined amount (3-6 months of living expenses). Helping you allocate among your short-term and long-term goals requires planning and paying close attention to your tax situation.

A Health Savings Account is another tax-advantaged account used specifically for qualified medical expenses.  These accounts allow you to save pre-tax dollars for future medical expenses, but you must be enrolled in a high-deductible health plan (HDHP).

To retire, you will need enough to meet your income needs. Social Security will be a part of the equation, but your personal savings will be the biggest contributor.  You need to understand how Social Security, deferred savings and after tax funds work together to provide your future income needs.

Prepare For The Future

YOU’RE SAVING

We Can Help Improve Your Results.

Depending on your income you should be building all buckets for your long-term success.  Initially you want to create an emergency fund and maintain the pre-determined amount (3-6 months of living expenses). Helping you allocate among your short-term and long-term goals requires planning and paying close attention to your tax situation.

A Health Savings Account is another tax-advantaged account used specifically for qualified medical expenses.  These accounts allow you to save pre-tax dollars for future medical expenses, but you must be enrolled in a high-deductible health plan (HDHP).

To retire, you will need enough to meet your income needs. Social Security will be a part of the equation, but your personal savings will be the biggest contributor.  You need to understand how Social Security, deferred savings and after tax funds work together to provide your future income needs.

Prepare For The Future

IT'S GETTING COMPLEX

We Are Skilled In Making It Happen

Knowing how much to safely distribute from your retirement accounts can be a challenge for retirees.  With financial planning that outlines your spending plan or expenses over the next 20-30 years, we are able to determine what best fits your situation.

Paying taxes is one of the financial matters that most people take for granted while working, however, when someone retires the automatic withholding stops.  There are two options available either make quarterly estimated payments or withhold from your IRA by year end. We guide clients through this transition, so they avoid undue penalties or late fees.

Estate planning is different for everyone.  Your wishes for the distribution of your wealth may require a Trust Agreement which could provide protection of financial assets and guarantee your loved ones a lifetime of comfort.

Prepare For The Future

IT'S GETTING COMPLEX

We Are Skilled In Making It Happen

Knowing how much to safely distribute from your retirement accounts can be a challenge for retirees.  With financial planning that outlines your spending plan or expenses over the next 20-30 years, we are able to determine what best fits your situation.

Paying taxes is one of the financial matters that most people take for granted while working, however, when someone retires the automatic withholding stops.  There are two options available either make quarterly estimated payments or withhold from your IRA by year end. We guide clients through this transition, so they avoid undue penalties or late fees.

Estate planning is different for everyone.  Your wishes for the distribution of your wealth may require a Trust Agreement which could provide protection of financial assets and guarantee your loved ones a lifetime of comfort.

Prepare For The Future
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Our services and client-advisor relationships deepen as your financial clarity increases

Early...

Financial Planning

Investment Allocation

College Funding

Estate Planning

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Later on...

Financial Planning

Investment Allocation

College Funding

Tax Planning

Retirement Income Planning

Estate Planning

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At Last...

Financial Planning
Investment Allocation
College Funding
Tax Planning
Retirement Income Planning
Estate Planning
Trust Services
Charitable Giving
Family Legacy

Decades Of Experience

Simplifying financial complexities and increasing retirement confidence through financial planning, investment management and tax advising services for clients of all lifestyles and life stages. Our goal is to bring them peace of mind.

A Legacy-Driven Firm

Since 1984, has been acting as a fiduciary carrying clients to, through and beyond their retirements

Addressing Short-Term Questions And Building Long-Term Plans

Unique Client Experience

Based On Our Core Values And Principles

Financial Coaching

Our advisors take the time to listen and identify gaps, missteps or missed opportunities In your financial situation.

Client-Centered Work

Your needs are the focus.

Total Team Approach

Not just one assigned advisor.

Proactive Service and Advice

Timely detailed answers to inquiries and concerns.

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Client Success Stories

Confident Choices

Bob had accumulated a modest amount of wealth in retirement accounts and real estate. He felt he was going to be okay, but with his wife’s recent diagnosis and their growing need for costly in-home care had him questioning their financial security. Even with the long term care benefit factored in, he was not confident how the next 10-15 years would play out.
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Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers. After receiving advice from their previous firm that created a problematic loss of money and frustration, WPC began working with this couple, and has been doing so for over 4 years now. We’ve guided them through a variety of decisions to maximize their financial opportunities.
Read More
We have a GE engineer client that originally came to us because of uncertainty. His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement. To help him make an informed decision we ran tens of financial plans covering a variety of scenarios.
Read More
A current client referred his Mother-In-Law who had recently lost her husband. He was a healthy man, and the loss was clearly unexpected. Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades. She was suddenly thrust into making all of the money decisions, and was unprepared for that responsibility. She needed guidance and direction quickly.
Read More

Client Success Stories

Confident Choices

Bob had accumulated a modest amount of wealth in retirement accounts and real estate. He felt he was going to be okay, but with his wife’s recent diagnosis and their growing need for costly in-home care had him questioning their financial security. Even with the long term care benefit factored in, he was not confident how the next 10-15 years would play out.
Read More
Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers. After receiving advice from their previous firm that created a problematic loss of money and frustration, WPC began working with this couple, and has been doing so for over 4 years now. We’ve guided them through a variety of decisions to maximize their financial opportunities.
Read More
We have a GE engineer client that originally came to us because of uncertainty. His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement. To help him make an informed decision we ran tens of financial plans covering a variety of scenarios.
Read More
A current client referred his Mother-In-Law who had recently lost her husband. He was a healthy man, and the loss was clearly unexpected. Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades. She was suddenly thrust into making all of the money decisions, and was unprepared for that responsibility. She needed guidance and direction quickly.
Read More

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