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Stop Worrying and Start Enjoying , Stop Postponing and Start Prospering, Stop Wondering and Start Living

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THE FINANCIAL CLARITY YOU NEED TO LIVE THE GOOD LIFE

Imagine yourself living the good life.

What do you see? How do you feel? The good life is about feeling comfortable to do what makes you happy without letting financial worries get in the way. Without a complete picture of your finances, that can be hard to achieve. Dreams get put on hold while you wonder if you can afford them. Decisions get made but you question whether you made the best choice. The future gets closer and you want to know if you’re on track.

It doesn’t have to be that way. With the financial clarity you gain from working with a TAAG CERTIFIED FINANCIAL PLANNER TM, you’ll be confident that your choices are helping you realize the life you’ve always wanted.

Fee-Only Financial Advice for Every Stage of Life

We’re ready when you are, no matter your age. Our three tiers of service, Wealth Foundations, Wealth Building and Wealth Management, are designed to equip you with the objective advice you need to make your next chapter the best one yet.  

Wealth Foundations and Wealth Building clients are often accumulating assets in company retirement plans or businesses and have household incomes in excess of $200,000.  Wealth Management clients are typically at or near retirement with investment portfolios of $1MM – $10MM.

A Roadmap to Success

The good life means something different to everyone. That’s why we work with you to create a personalized roadmap to success with steps that move you toward your ideal future.  We coordinate the individual parts of your financial life to ensure everything is working together toward your most important goals.

A Growth Partner

Success isn’t just about having money; it’s about enjoying it, too.  We use a disciplined investment process to grow your portfolio while using tools and techniques that help you grow your confidence and skills around money.  Whether you are working to overcome an obstacle or simply want to let go of financial stress, we provide the clarity and support you need to excel.

A Family Approach

Family, nurturance, and dependability are among our core values.  Take one step into our office and you’ll find a welcoming, comfortable atmosphere full of people who will come to know you and the people you love by name.  We take the journey to your best life together, providing you not just what you ask for, but what you need along the way.

Our Caring Team Wants to Hear Your Story

We all have a financial past and present. We are ready to meet you wherever you are in your journey, so we can move together toward your future.

The Latest from Our Financial Planning Blog

Values

About 15 years ago, when I was a sophomore at Xavier University, I was asked to lead a retreat for seniors at my high school in Louisville, KY.  As part of the program, I was required to give a presentation to the students on values.  It was a helpful exercise for me...

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Uncharted Waters

As we’ve all heard more than once lately, the world is navigating through uncharted waters as drastic measures are underway all over the world to slow the spread of Covid-19.  While we know many of these life-altering changes are temporary, no one can be certain of...

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Isolation

Over the last several weeks my inbox has been flooded with COVID-19 updates, how businesses are responding to the pandemic, and how things might play out for them the next few weeks. The NCAA has cancelled Men’s and Women’s basketball tournaments, restaurants have...

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The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242

(513) 771-7222 | (888) 234-7982