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
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Newsletters
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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.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Calculators
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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.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.