FACING THE FUTURE WITH CONFIDENCE

  • Are you looking for an independent financial advisor? 
  • Are you seeking objective unbiased advice?
  • Is individualized and personalized service important to you?
  • Are you looking for a competent advisor with over 30 years of experience?
  • Do you have a written Retirement Plan?

According to a recent survey, financial advisors who provide comprehensive retirement income planning--specifically, written, detailed plans that address the complexities of retirement planning for their clients, 79% of pre-retirees and 83% of retirees reported to be "very satisfied" with their advisor.  (Source:  Fidelity Investments, June 20, 2011)

Tina Manion can help you take a proactive approach to your personal financial situation.  As a babyboomer herself, she understands the needs and concerns of individuals, couples and small business owners as they plan for their future and as they approach retirement. 

Welcome to our website!  We are here to educate you about the concepts of all aspects pertaining to your finances and to help you learn more about who we are and how we can help you.  You will find a wealth of information in the form of financial newsletters, articles, seminars, videos and research reports to assist you gain a better understanding of financial concepts behind retirement planning, investing, estate planning, risk management and wealth preservation.

Tina offers an initial consultation at no charge to discuss your  financial goals, concerns and answer your questions.   Click here to contact us or call her today to schedule an appointment at (513) 469-7899.

Currently securities registered and licensed in Ohio, Kentucky, Tennessee, Michigan, California, Connecticut, Arkansas, Georgia, Iowa, Louisiana, Maryland, Missouri and North Carolina.