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| Street address: | 9545 Kenwood RoadSuite 402 |
| City / suburb: | Cincinnati, OH |
| Zip code: | 45242 |
| Phone: |
(513) 469-8400 (Primary Phone) |
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| E-mail: | carol@cpplan.com |
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Full financial planning and investment management services. We are fiduciaries, meaning we put your interests ahead of our own. Tim and Carol meet with all clients together to make sure we hear and understand your goals and values. Tim and Carol have MBAs in finance, and are Certified Financial Planners(r), which means they passed a background check, and a 10 hour exam about investments, tax planning, estate planning, paying for college and more. Their deep knowledge of finance means they know where investment returns and risks are in the market and how to create and monitor low cost portfolios with strong performance. . Fees are 1% of assets under management, and include all financial planning, with a minimum account balance of $300,000.
- Business Services Financial Investment Advice Certified Financial Planners
| Estimated number of employees: | 2 to 4 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Cincinnati, OH |
IRA rollovers
Dimensional Fund Advisors, TD Ameritrade Institutional, Vanguard.