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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Try these activities to keep your brain sharp.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
However exciting retiring abroad may sound, it deserves considerable planning.
Understanding how a stock works is key to understanding your investments.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are things you can do to keep yourself safe when you lose your wallet.
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What are your options for investing in emerging markets?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.