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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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Fallen Tree Damage—Who Pays?

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Use this calculator to estimate your capital gains tax.

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Assess whether you are running “in the black” or “in the red” each month.

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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.

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The importance of life insurance, how it works, and how much coverage you need.

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Even low inflation rates can pose a threat to investment returns.

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What if instead of buying that vacation home, you invested the money?

No Cash, No Checks, No Problem

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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