Welcome to Queen City Financial Advisors, LLC
Queen City Financial Advisors LLC, is a full service financial planning firm located in Downtown Cincinnati. Many of our advisors have been helping successful individuals, teachers, medical professionals and their families work toward their goals for over 25 years. Our firm has a wealth management focus with an emphasis on college, retirement and estate planning. We design a plan that fits your needs.
We are focused on protecting and managing your assets and helping prepare you for life’s unexpected occurrences. Our personalized approach will help you prepare to live the life you choose throughout your retirement years.
We have the expertise and the resources to guide you through the numerous complex financial matters you’ll likely encounter as your plan guides you through the years to work toward your dreams.
Our mission is simple. It is to provide timely, unbiased advice. We seek to empower our clients to make the best financial decisions possible. Our recommendations are based on each particular client's financial situation and goals. We prudently invest for the long-term by diversifying our clients' assets among a carefully designed mix of managed and unmanaged investments.
We recognize that as our clients' needs change, so do their goals and objectives and dreams. That's why we develop a relationship with you and are able to anticipate and adjust your plan to meet your changing needs.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Marriage changes everything, including your insurance needs.
For many, retirement includes contributing their time and talents to an organization in need.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.