(513) 794-2870 | Fax (513) 273-0246
8040 Hosbrook, Road, Suite 220 Cincinnati, OH 45236
Aevitas is a latin word describing one's stage, period, or journey of life.
Your most pressing financial issues depend on who you are and where you are in your journey.
1. Do you need help managing your employer's retirement plan, such as 401(k), 403(b), or government sponsored plan?
2. Have you developed a plan for managing cash flow and debt, while saving for the future? (retirement, having children, college, or down
payment for a house).
3. Do you need help understanding your employer's benefits package and which options (medical, dental, etc.) to elect each year?
4. Did you try a "robo advisor" just to find that they fell short of your expectations?
You need a financial advisor with integrity, commitment and experience to guide you on your journey...
Let Us Guide You!
Free, No Obligation Consultation
Tips to Improve Retirement Confidence
Client Checklist and Questionnarie
Quarterly Market Review
DESIGNED & DEVELOPED BY ALTASTREET.COM | COPYRIGHT©2014