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David Wood
1120 Cottonwood Drive
Suite 2
Loveland, OH 45140
(513) 774-9049

Jess Bennett
5995 Fairfield Rd
Suite 5
Oxford, OH 45056
(513) 523-1515

 
The Facts About Income Tax Social Security: By the Numbers The Cost of Procrastination

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.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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No Cash, No Checks, No Problem

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Have you explored all your options when it comes to managing your taxable income?

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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Here are five facts about Social Security that might surprise you.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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