queencityadvisors.com
Insurance | Queen City Financial Advisors, LLC
http://www.queencityadvisors.com/resource-center/insurance
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement?
queencityadvisors.com
Estate | Queen City Financial Advisors, LLC
http://www.queencityadvisors.com/resource-center/estate
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. When Do You Need a Will? When do you need a will? The answer is easy: right now. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Yours, Mine and Ours: Estate Strategies for Second Marriages. A Primer on Irre...
queencityadvisors.com
Glossary | Queen City Financial Advisors, LLC
http://www.queencityadvisors.com/tools/glossary
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interes...
queencityadvisors.com
Tax | Queen City Financial Advisors, LLC
http://www.queencityadvisors.com/resource-center/tax
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Making Your Tax Bracket Work. Tax Deduct...
queencityadvisors.com
Tools | Queen City Financial Advisors, LLC
http://www.queencityadvisors.com/tools
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. INX, OEX, IXIC, TNX. We are licensed t...
queencityadvisors.com
Lifestyle | Queen City Financial Advisors, LLC
http://www.queencityadvisors.com/resource-center/lifestyle
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. The Richest Man in Babylon. There’s a link between debt and stress. This calcul...
queencityadvisors.com
Our Mission Statement & Core Values
http://www.queencityadvisors.com/p/our-mission-statement-core-values
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. Our Mission Statement and Core Values. Our Mission Statement and Core Values provides a blueprint for how we relate to our clients and serve their individual best interests one at a time. 160; We value integrity and honesty in everything we do every day. 160; We value the confidence and the trust that every client places in us. INX, OEX, IXIC, TNX. We are licensed ...
queencityadvisors.com
Affiliated Advisors | Queen City Financial Advisors, LLC
http://www.queencityadvisors.com/p/affiliated-advisors
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. Queen City Financial Advisors, LLC is a community of independent advisors that share a commitment to exceptional, professional, knowledgeable and values-driven service. As an office of supervisory jurisdiction (OSJ), we manage compliance and provide consulting and other business services to the following independent advisors in our network:. TD Fischer, LLC. Samuel...
queencityadvisors.com
Team
http://www.queencityadvisors.com/team
105 East Fourth Street, Suite 800 - Cincinnati, OH 45202. Our Mission Statement and Core Values. Directions to Queen City Financial Advisors. At Queen City Financial Advisors, LLC, our dedicated team members are personally invested in each of our clients' lives. We promise to provide you with the highest quality professional and personal service. Charles F. Hais, Jr, ChFC, CLU. Registered Principal, President. Click to read more. Registered Principal, Office Manager. Click to read more. Click to read more.
