Discover the Financial Independence

You Deserve

We have the necessary experience and commitment to outstanding customer service to help you get there.

Welcome to the Conservative Financial Solutions Family

Get started in

3 easy steps:

discover

Schedule a visit to sit down with us and discover what your ideal retirement looks like.

evaluate

Using our CFS Roadmap process, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Need More Info?

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies,
wealth management and more...

Check back soon for upcoming events!

fox19

News You Can Use

Tune in to Fox 19 every Saturday from 9-10 a.m. for the latest financial insights and updates from Spencer Ford, your trusted retirement partner.

Any media logos contained herein are the property of their respective owners and no endorsement by those owners of Spencer Ford or Conservative Financial Solutions is stated or implied.

Request Your Guide

tax-toolkit

Don’t let Retirement Taxes derail
your retirement!


This 8-page tax guide was created for you to better understand how taxes could affect your retirement income, including:


  • Separating your taxable and tax-deferred accounts
  • The signs to watch for in ever-changing tax laws
  • Options for tax deductions in retirement income
checklist-challenge

Take the Checklist Challenge!

How prepared are you for retirement?

This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You’ll examine:


  • Whether you’re taking on an appropriate level of risk
  • How your assets and liabilities stack up
  • What gaps you may have in your current plan

GET TO KNOW

Our Team

Retirement isn’t the final chapter in the book of life.
But rather, a new beginning.

consultation-circle

Ready to Take The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 513.367.1113

Our Locations

Ohio

Harrison Neighborhood Office
10403 Harrison Avenue, Suite 100
Harrison, OH 45030

Monday - Friday | 9 a.m. - 5 p.m.

Kentucky

Fort Thomas Neighborhood Office
(Located within Pendery Insurance)
155 North Ft. Thomas Avenue
Fort Thomas, KY 41075
By Appointment Only

Indiana

Lawrenceburg Neighborhood Office
348 Walnut Street
Lawrenceburg, IN 47025

Monday – 10:30a.m. - 4:30p.m.
Tuesday – Thursday | 9 a.m. - 4:30 p.m.
Friday - By Appointment Only