Jack and Justin are experts in Medicare and Safe Money Retirement planning. They help their clients sleep well at night with peace of mind by finding the Medicare plan that best suits their specific needs and creating Guaranteed Lifetime Incomes with NO RISK to market volatility. They are passionate about helping their clients and treat them like family.
They believe in Christian values of honesty and integrity and strive to always put their clients needs and interests above their own. Jack and Justin service the needs of clients in OH, KY, IN, TN, MO, SC and FL with a focus in the Greater Cincinnati area. Please contact us with any questions about the products and services we provide. You can also RSVP for one of our Greater Cincinnati area community meetings or Schedule an Appointment with Jack or Justin.
Click here to request copies of our FREE Life Guide eBooks ranging from all types of financial topics such as Managing your Financial Life, Retirement and Medicare, Retirement and Social Security, Planning your Estate and more!
Download our Retirement Planning Worksheet to use as a FREE resource to help plan for your retirement by reviewing your income needs and call us at (513) 422-2000 to schedule your personal retirement planning consultation.
Take our FREE RISK TOLERANCE QUIZ to see if your current investments line up with your tolerance for risk.
Check the background of Investment Professional Justin Seitz on Finra's BrokerCheck
They believe in Christian values of honesty and integrity and strive to always put their clients needs and interests above their own. Jack and Justin service the needs of clients in OH, KY, IN, TN, MO, SC and FL with a focus in the Greater Cincinnati area. Please contact us with any questions about the products and services we provide. You can also RSVP for one of our Greater Cincinnati area community meetings or Schedule an Appointment with Jack or Justin.
Click here to request copies of our FREE Life Guide eBooks ranging from all types of financial topics such as Managing your Financial Life, Retirement and Medicare, Retirement and Social Security, Planning your Estate and more!
Download our Retirement Planning Worksheet to use as a FREE resource to help plan for your retirement by reviewing your income needs and call us at (513) 422-2000 to schedule your personal retirement planning consultation.
Take our FREE RISK TOLERANCE QUIZ to see if your current investments line up with your tolerance for risk.
Check the background of Investment Professional Justin Seitz on Finra's BrokerCheck
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We all want a retirement plan that is ready for anything.
Fixed Indexed Annuities are unique retirement savings products that can create a Guaranteed Income for Life with NO RISK to the market and no volatility to your income. Check out these 4 short videos to learn more:
Fixed Indexed Annuities are unique retirement savings products that can create a Guaranteed Income for Life with NO RISK to the market and no volatility to your income. Check out these 4 short videos to learn more:
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Hear from 3 retirees in a variety of life stages who have successfully added FIAs to their retirement plans:
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