Six Surprising Facts About Retirement Confidence
















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
March 2020 brought with it a tidal wave of unforeseen changes — to both our workforce and economy. Ready or not, a huge number of businesses had to pivot quickly to a 100% work-from-home model to keep their employees safe and their operations moving.
How are you protecting your own memory through adequate legacy planning that will pass your gains safely on to your family.
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time