1709 S. Breiel Blvd
Middletown, Ohio 45044-6707
What is Financial Planning?
Your Financial Plan
Business Planning
Other Financial Services
Securities offered through:
Securities offered through:

Revere Securities
650 Fifth Avenue
35th floor
New York, NY 10019


After we've gathered the necessary facts about your current situation, we'll spend a great deal of time discussing your financial objectives. Your objectives will be unique to you, and they're a critical part of the planning process.

Most of your objectives will fall into the following categories:

bulletStandard of Living. Establishing steps you can take to maintain and improve your standard of living.
bulletSavings. Maintaining adequate funds for contingent financial needs and emergencies.
bulletIncome Tax Planning. Using our day-to-day working knowledge of investment options, we'll recommend sound procedures that are appropriate in the context of your total financial plan. 
bulletWealth Accumulation. We will help you design an investment portfolio using asset allocation determined by your risk propensity.
bulletRisk Management. Financial planning to make a comprehensive evaluation of your assets including life, income and property.
bulletEstate Planning. We assist with the process to insure proper distribution of your assets at your death.

Send mail to with questions or comments.
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Last modified: 01/06/2006