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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
In the face of divorce, making changes to insurance coverage may be overlooked.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Making the most of surprises is a great reason to work with us.
Do you have causes that you want to support with donations? Here are three tips.