Financial Planners Mason OH

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Mason, OH that can help answer your questions about Financial Planners.

Robert Grossheim
Family Wealth Advisory Group
(513) 469-8100
7359 E. Kemper Rd, Ste A
Cincinnati, OH
Expertises
Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Investment Advice without Ongoing Management, Tax Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

J. Brock Dexter
Trinity Wealth Management, LLC
(513) 508-7467
11714 Darbyshire Court
Loveland, OH
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Chasnoff
Truepoint, Inc.
(513) 792-6648
4901 Hunt Road, Suite 200
Cincinnati, OH
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Alternative or Private Investments, High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

David Wilder
Financial Management Group, Inc.
(513) 984-6696
4665 Cornell Road Suite #160
Cincinnati, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Insurance Related Issues, including Annuities, High Net Worth Client Needs, Alternative or Private Investments, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CTFA, MST

Allen Osgood
Financial Freedom, LLC
(513) 697-6400
8044 Montgomery Road, Suite 700
Cincinnati, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Robert Gerstemeier
Gerstemeier Financial Group, LLC
(513) 898-9973
6851 Clubside Drive
Loveland, OH
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Retirement Plan Investment Advice, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CEA, CFP®, MBA

Timothy Grout
Clear Perspectives Financial Planning, LLC
(513) 469-8400
9545 Kenwood Road
Cincinnati, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Robert Lemmons
Financial Management Group, Inc.
(513) 984-6696
4665 Cornell Road Suite #160
Cincinnati, OH
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CPA

John Discepoli
Discepoli Financial Planning, LLC
(513) 771-7526
18 Village Square
Glendale, OH
Expertises
Middle Income Client Needs, Tax Planning, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Newlyweds & Novice Investors, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

John Lame
Lenox Wealth Management
(513) 618-7080
8044 Montgomery Road, Suite 480
Cincinnati, OH
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Tax Planning, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina