Do you want someone that can take the complicated and explain it simply?
This is the compliment I hear most frequently from clients.
Education is at the forefront of everything that I do. Whether it is planning for retirement, college tuition costs, or transfers in the estate, my main skill is helping clients understand the tools available to help reach their financial desires. Much like a contractor is hired for having the education and knowledge to oversee the labor, supplies, and resources necessary to ensure a project runs smoothly, I work to ensure that my clients are provided with an understanding of the most current products, strategies and other professional connections needed to build the path to their financial goals.
For my federal employee clients, I provide an understanding of how much income can be expected in retirement and the costs associated with continuing to participate in the government sponsored insurance programs once retired. Each client will receive a complimentary Federal Benefits Analysis Report. This report will shed light on the benefits such as the pension, medical insurance, TSP plan, and life insurance as well as demonstrate how they are impacted during retirement.
When Federal Employees come to me, they gain:
✅ The earliest date they can retire without jeopardizing their benefits
✅ Knowledge of how much their FEGLI(Life) & FEHB(Medical) insurance will cost in retirement
✅ An understanding of the options of the TSP in retirement
✅ A clear picture of how much income they will receive and need in retirement
Click here for a sample Federal Benefits Analysis Report
Most importantly, for all my clients, I provide a professional with 15 years of experience, in your corner to help you make well informed financial decisions. I currently hold the following licenses: Series 6, Series 65, Series 63, SIE, Life, Variable Annuity, Accident and Health, and Property and Casualty.
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, (513)794-6794
Investment Advisory services offered through O.N. Investment Management Company
Estate planning services provided in conjunction with your licensed legal professional.