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Financial Planning

Cincinnati Financial Planning

Cincinnati financial planning expert looking at computer screenSound financial planning advice can help clients identify the strengths and weaknesses of their long-term financial health.  Many of us have either thought about or even written down our financial objectives, but few have developed the necessary plan to reach their goals.

THOR, located in Cincinnati, has years of experience in this area and sophisticated software tools available to assist our clients in developing a holistic plan that guides clients toward the accomplishment of their goals.  Our financial planning services include:

  • Determine appropriate asset allocation given financial goals
  • Identify strengths and weaknesses of long-term financial health
  • Determine savings strategies and insurance needs
  • Diversification of concentrated stock positions
  • Recommend best saving vehicles (Roth, after-tax, tax-deferred)
  • Determine optimal social security benefit claiming strategy
  • Stock Option analysis
  • College planning