Tax & Retirement Planning Services Jobs in Ohio

Company:

Tax & Retirement Planning Services
Current Opportunities (0)
Company Website

Location(s):

1095 Nimitzview Drive
Suite 201
Cincinnati, OH
45230
Map Location

Phone:

(513) 213-7115

Fax:

(866) 402-1895

Industry:

Finance / Banking / Accounting

Size:

2-5

Company Overview

Tax and Retirement Planning Services specializes in Asset Protection, Tax Reduction, and Financial Planning. We start with review of income tax returns to find whether the client is paying more tax than necessary. We review client portfolios, including retirement plans, to see if their present choices are appropriate for their risk tolerance, tax brackets, and long-term goals. We show clients how to balance their investments to hedge against extreme economic cycles.

• Current Income Tax Reduction Planning
• $49 Income Tax Preparation
• Elder Law Attorney Services*
• Retirement & Early Retirement Planning
• Pension & Retirement Distribution Review
• Pension Maximization
• 401K & IRA Rollovers
• Estate Planning & Preservation*
• Annuities
• Life Insurance
• Long-Term Care
*Through licensed estate planning attorneys

We are independent
We are not owned by a bank, brokerage, insurance or mutual fund company. We do not sell any proprietary products. We serve no one but our clients.

We are located in eastern Cincinnati, OH, and just a few minutes from the Ohio River via I-275.