Custom Financial Plans Crafted with Care
When you're looking for someone to trust with your finances, you want to be more than just a number. You want a financial planner who cares more about you than about how much you have to invest. Here at Artisan Square Financial Group, we believe that our caring approach and decades of experience set us apart. We are a relationship-driven firm that wants to see you succeed: we want to see you send your kids off to college, retire comfortably, and realize your savings goals. We also want to help you plan for and see you through the financial challenges that life can throw your way.
Contact us for a complimentary, no-obligation consultation. We'll talk about your situation and craft a plan tailored to fit your unique needs. You can call us at (513) 774-9049 or submit your question via our website.
Helpful Content
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Income Taxes Work
A quick look at how federal income taxes work.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.