Voya Financial Advisors serving the Cincinnati, Dayton and Toledo, Ohio and Indiana and Kentucky areas
Are you retirement ready? Do you have a plan to achieve your future goals?
Do you feel like you need help with defining your action plan?
Our mission is to help people save enough money for retirement and other financial goals. We work with clients at all stages of life - from people just starting their career, to current retirees, and everyone in between. We meet in person on a regular basis to review their progress.
Take a look at the About Us menu to read more about the ways we help our clients. Then please contact us for a free consultation to discuss your goals.
You can schedule a time with an advisor here.
For access to your 403(b), 457, 401(k), ARP or APP retirement account, please go to www.voyaretirementplans.com
Follow us on Facebook to receive helpful financial tips!
Check out what the Voya mobile app can do for you with this helpful video.
Newsletters
-
Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
-
Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.