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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Second marriages are a trigger event to revisit any existing estate strategies.
What kind of auto insurance should you have? Do you know?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Try these activities to keep your brain sharp.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
That big list of dreams and goals isn't the only way to look at your bucket list.
You’ve made investments your whole life. Work with us to help make the most of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.