Broker Check

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

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

 

Products & Services

Below you will find some of the products and services we may use to build your financial plan and/or meet your specific goals:

Investments

  • Managed Accounts
  • Mutual Funds
  • Corporate, Government, & Municipal Bonds
  • Common & Preferred Stock
  • Fixed, Indexed, & Variable Annuities
  • UITs
  • Direct Participation Programs

Financial Planning

  • Full Financial Planning
  • Retirement Planning
  • Insurance Planning
  • Estate & Legacy Planning
  • Education Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance