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
Follow us on Facebook to receive helpful financial tips!
Check out what the Voya mobile app can do for you with this helpful video.
Newsletters
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?