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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
There are common mistakes you can avoid when saving for retirement.
There’s a link between debt and stress.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, covering how bond laddering works.
Estate conservation is too important to put off. Do you have a smart exit strategy?