Owner-Focused Retirement Planning: 

Deductions For Your Business,

Savings For You

 
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Image by Rupert Britton
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Credentialed, Experienced Team

A team with multiple credentials and over 25 years of experience

Customized Plan Designs

Retirement plans designed based on your unique goals and objectives

Reliable Investment Advice

Investment decisions reflecting your views and time horizon

Owner-Focused Business Planning:

Expect, And Plan For, The Unexpected

 

Buy-Sell Agreements

An unexpected death or disability can cripple a business, unless a plan - with funding - is in place.

Succession Planning

Attract, retain, and reward the next owner of your business - and have a Plan B, just in case.

Key-Man Insurance

Protecting a critical investment - your key employee - with a business-funded life insurance policy.

Individual Planning:

Securing Your Family's Financial Future

 

College Savings

Starting early with college saving assures financial support for your children, regardless of the career path they choose.

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Investment Advice

Providing options, and selecting investments, that reflect your financial goals and needs.

(513) 502-2637

Loveland OH 45140

©2019 by Monarch Financial Advisors