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3 easy steps:
Schedule a visit to sit down with us and discover what your ideal retirement looks like.
Using our CFS Roadmap process, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy designed to help you reach your unique retirement goals.
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Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies,
wealth management and more...
News You Can Use
Tune in to WLWT every Monday at 4 p.m. for the Money Monday segment and Saturdays from 10 a.m. – 11 a.m. for the latest financial insights and updates from Spencer Ford, your trusted retirement partner.
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Request Your Guide
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
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.
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.
Our Locations
Harrison
Neighborhood Office
10403 Harrison Avenue, Suite 100
Harrison, OH 45030
Monday - Friday | 9 a.m. - 5 p.m.
Lawrenceberg
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
Fort Mitchell
Neighborhood Office
2135 Chamber Center Drive
Fort Mitchell, KY 41017
By Appointment Only