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Wealth Management & Financial Advisors - Truepoint Wealth Counsel

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CONTACTS AT TRUEPOINTWEALTH.COM

Truepoint Inc

Sherrie Campbell

4901 ●●●●● Road

Sui●●●200

Cin●●●ati , Ohio, 45242

UNITED STATES

1513●●●●6648
s.●●●●●●●●@truepointinc.com

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Truepoint Inc

Sherrie Campbell

4901 ●●●●● Road

Sui●●●200

Cin●●●ati , Ohio, 45242

UNITED STATES

1513●●●●6648
s.●●●●●●●●@truepointinc.com

View this contact

Truepoint Inc

Sherrie Campbell

4901 ●●●●● Road

Sui●●●200

Cin●●●ati , Ohio, 45242

UNITED STATES

1513●●●●6648
s.●●●●●●●●@truepointinc.com

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1

Meet the Team of Financial Advisors - Truepoint Wealth Counsel

http://truepointwealth.com/about-us/team/meet-the-team

Women’s Wealth Counsel. We are highly qualified and dedicated advisors and specialists who are passionate about delivering personal service and helping our clients meet long-term goals. View All Team Members. Michael J. Chasnoff, CFP. Steve Condon, CFA. Janel Carroll Walker, CPA, CFP. Chief Operating Officer and Principal. Scott Barbee, CPA, CFP. Wealth Advisor and Principal. Thomas E. Bentley, CFP , CTFA. Estate Planning Specialist and Principal. Christine L. Carleton, CFP. Wealth Advisor and Principal.

2

What To Expect - Truepoint Wealth Counsel

http://truepointwealth.com/about-you/what-to-expect

Women’s Wealth Counsel. For more than 20 years, collaboration and personal service have been the heart of what we do. Our professionals are recognized experts in investment management, financial planning, tax management, estate planning and risk management. Personal service at Truepoint starts with simple things, done right. Listening. Being available to answer questions. Picking up the phone. Truepoint’s approach starts with true independence. Our fiduciary duty to you means your interests always co...

3

Truepoint Advisors Take the Lead - Truepoint Wealth Counsel Viewpoint

http://truepointwealth.com/truepoint-advisors-take-lead

Women’s Wealth Counsel. Truepoint Advisors Take the Lead. Truepoint Advisors Take the Lead. Contributed by Steve Condon, CFA. September 1, 2014. Our upcoming 2014 Client Meeting will mark the kick-off to Truepoint’s 25. Anniversary. As one of the early fee-only advisory firms, the evolution of Truepoint has revolved around one thing: always striving to serve the client better. And our dedication to continually improving the client experience is as fervent today as ever. Work and focus on the leadership.

4

Peace of Mind at a Price: Carefully Evaluating Qualified Longevity Annuities - Truepoint Wealth Counsel Viewpoint

http://truepointwealth.com/peace-mind-price-carefully-evaluating-qualified-longevity-annuities

Women’s Wealth Counsel. Peace of Mind at a Price: Carefully Evaluating Qualified Longevity Annuities. Peace of Mind at a Price: Carefully Evaluating Qualified Longevity Annuities. Contributed by Wayne A. Lippert, Jr., CFP. And Eric Ross, CFP. June 2, 2015. Longevity annuities are experiencing an increase in visibility due to recent tax law changes, promising guaranteed income for life and fewer taxes through the use of a Qualified Longevity Annuity Contract, or QLAC. A fixed annuity is a contract between...

5

Truepoint Plan - Truepoint Wealth Counsel

http://truepointwealth.com/about-us/resources/truepoint-plan

Women’s Wealth Counsel. To view research and commentary on the investment environment. To view the latest institutional benchmark data. To access your retirement plan account online. (Note: A new browser window will be launched.). To review the most recent semi-annual investment allocation recommendations. For help in determining the Recommended Allocation most appropriate for you. Truly independent since 1990. Get in touch to talk with an advisor. Truepoint Wealth Counsel, LLC. Fax: 513.792.6644.

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Wealth Management & Financial Advisors - Truepoint Wealth Counsel

Women’s Wealth Counsel. Quotes Martha Strebinger in “Market Experts Weigh in on P&G’s Plan to Replace Lafley”. Jul 28 read article. Quotes Martha Strebinger in “10,000 Employees to Depart P&G in Coty Deal”. Jul 9 read article. Names Truepoint Wealth Counsel to 2015 300 Top Advisers list. Jun 29 read article. Active v. Passive: What Really Matters to Investors. Investment Commentary: The Economy is NOT the Stock Market. Peace of Mind at a Price: Carefully Evaluating Qualified Longevity Annuities.

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