8875 Cincinnati Dayton Road,
We specialize in financial advisory services that assist you with making decisions about your financial future. Our knowledge and access to a wide array of investment products allows us to develop a portfolio that is specific to your goals and personal risk tolerance. As independent advisors we can offer independent and professional advice. At Cincinnati Investment Advisors, LLC we focus on tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. We can diagnose your individual financial condition, develop a strategy and work with you to implement your plan every step of the way. No matter where you are in your financial journey, we endeavor to take you to the next level. The following services are provided for our clients.
Comprehensive financial planning helps you see the big picture and set goals, a crucial step in mapping out your financial future. We consider your individual goals and entire financial situation to create a financial plan specific to you. If you don’t have a plan, how do you know where you are going, and how will you know once you’ve arrived?
A personalized asset allocated portfolio is created for you based on your specific goals, objectives, time horizon and risk tolerance. We actively manage clients’ accounts and adjust, when necessary, based on market conditions and/or investment performance. We attempt to manage risk through diversification and vigilant portfolio construction.
When determining where to invest, we look at which broad categories of the market that currently make sense and select an appropriate security based on our research. By following our disciplined strategic approach, we hope to avoid making emotional short-term decisions based on current market or global events.
Are you looking for education or advice on the abundance of financial topics, but don’t have a large amount of investable assets? Then one of our subscription pricing plans may be for you! We believe that financial planning with a professional partner should be accessible to everyone.
Have you had any life changing events, like the purchase of a home or vacation home, marriage, divorce, children, or inheritance? When is the last time you had your insurance reviewed? Whatever type of insurance product you have, we can review your coverage and tell you if it still fits your needs or if it’s time to make any adjustments.
We specialize in helping small business owners and HR departments navigate the ever-changing employer sponsored retirement plan world. We help match the right retirement plan to fit the goals and objectives of the company. We provide enrollment meetings and onsite annual plan updates. In addition, we offer individual and personalized education and guidance to each employee, at no additional cost the employees.
Our team is apart the Retirement Plan Consulting Program (RPCP), which allows us to help with your fiduciary responsibilities, promote retirement readiness for your employees and support the overall effectiveness of your retirement plan.
It takes a team to ensure your financial health is in order and being on your team means we will consult with other trusted professionals, like attorneys and accountants, when necessary or requested. We also facilitate multi-generational meetings, making the conversation with family members easier, and legacy planning to ensure your wishes are met even beyond your years.
Whether you are still in the planning stages for retirement, or have already decided, we can help educate you on your options, next steps, and what to expect. Our goal is to help give you confidence and encouragement in your decision to retire.
With over 40 years of combined experience in the financial services industry, our team offers a broad scope of knowledge and areas of expertise. More importantly, we have a documented succession plan in place in the event that something unfortunate happens. You can rest assured knowing that you won’t have to try very hard to get connected with one of our team members when you need us.
Fees may vary depending upon assets and services needed