William J. Nelson (RFC®), CEP, LUTCF
(937) 506-4088
3195 Dayton-Xenia Rd Ste 900-385
Beavercreek, OH
Company
Learning Institute
Qualifications
Years of Experience: 37
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Compensation Plans
Data Provided By:
Mr. Edwin P. Morrow (RFC®), CEP, CFP, CHFC, CLU
(513) 424-6395
Financial Planning Building
Middletown, OH
Company
IARFC
Qualifications
Education: Centre College of Kentucky and University of Louisville School of Law, plus having served as instructor for many financial planning courses and Practitioner in Residence at Wright State University for three years.
Years of Experience: 46
Membership
IARFC, MDRT, FPA, SFSP, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Mortgage Loans, Precious Metals, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Donald Waterbury
3663 Ebenezer Rd
Cincinnati, OH
Service
Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Ins
Data Provided By:
Ms. Carol A. Hoffman (RFC®), MBA
(513) 469-8400
9545 Kenwood Rd Ste 402
Cincinnati, OH
Company
Clear Perspectives Financial Planning LLC
Qualifications
Education: MBA, Finance, Indiana University
Years of Experience: 3
Membership
IARFC, FPA, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans
Data Provided By:
Mr. Edwin P. Morrow (RFC®), CFP, JD, LLM, MBA
(937) 285-5343
10 W Second St 27th Floor
Dayton, OH
Company
Key Private Bank
Qualifications
Years of Experience: 13
Membership
IARFC, SFSP, Bar
Services
Invoice, Estate Planning, Trustee Service, Medicaid Planning, Tax Planning, Seminars Work, Charitable Planning, Compensation Plans
Data Provided By: