Achieve the Summit and return safely!

Our aim is to arrive at a balanced financial program that will work specifically for your situation.  Wealthmaker$ professionals will bring you information regarding various product options and strategies.  This helps you "assure that what you want to happen, will happen", regardless of the market, economy, or taxation.

Areas where we can help include:

  • Your Retirement   

The Retirement Savings Dilemma!

  • Your Legacy
  • Estate Planning
  • Eldercare 
  • Non-correlated assets
  • Financial Basics 
  • Education Funding
  • Business Insurance 
  • IRA Distributions
  • Employee Retirement 
  • Charitable Giving
  • Family Business Planning
  • Special Needs Planning
  • Business Exit Strategies

A Wealthmaker$ professional will meet with you to learn about and discuss your current situation and financial dreams for the future.  As the situation warrants, we will include other Wealthmaker$ specialists to help craft an optimal solution for you.  Together we will determine a strategy for "achieving the Summit and getting safely back again," financially!

Our professionals offer their services without an additional out of pocket fee.  We ask that you allow us to obtain the financial products that meet your needs, and introduce us to other friendly and open-minded people who care about their family and are serious about their money.

If this approach sounds appealing to you, please contact us to set up an initial consultation. We look forward to helping you achieve your desired future!


Securities offered through The O.N. Equity Sales Company.  Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242, 513.794.6794