Voya Financial Advisors serving the Cincinnati, Dayton and Toledo, Ohio and Indiana and Kentucky areas
Are you retirement ready? Do you have a plan to achieve your future goals?
Do you feel like you need help with defining your action plan?
Our mission is to help people save enough money for retirement and other financial goals. We work with clients at all stages of life - from people just starting their career, to current retirees, and everyone in between. We meet in person on a regular basis to review their progress.
Take a look at the About Us menu to read more about the ways we help our clients. Then please contact us for a free consultation to discuss your goals.
You can schedule a time with an advisor here.
For access to your 403(b), 457, 401(k), ARP or APP retirement account, please go to www.voyaretirementplans.com
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Newsletters
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.