Voya Financial Advisors serving the Cincinnati, Dayton and Toledo, Ohio and Indiana and Kentucky areas
Please note that due to COVID-19, our office is temporarily closed.
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.
For access to your 403(b), 457, 401(k), ARP or APP retirement account, please go to www.voyaretirementplans.com
Also take a look at this informative video about our Voya Select Advantage IRA platform!
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Newsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.