Choose Your Own Retirement Adventure


















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
Earnings season can move markets. What is it and why is it important?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.