Coronavirus Response

Due to the Stay-at-Home order issued by the Governor of Ohio, we are CLOSED to in-person visits in the office until further notice.

Please be assured that we will continue working to serve your needs during this time.

You can still reach us by phone (513-922-3282). Please leave a message if we are not available, and we will get back to you. You can send your documents by US mail, drop off any documents in the mail slot in the back door by the parking lot, or send them electronically.

During this time, we will be able to transmit documents to you electronically or via USPS (preferred method). You can arrange for pickup of completed documents by calling the office. We will bring your documents to your car, and any signed forms and payments can be sent by US mail.

Committed to Helping You Achieve the Highest Return on Your Investment

Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

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