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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
It's important to make sure your retirement strategy anticipates health-care expenses.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Ascertaining the value of your business is important for a variety of reasons.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: right now.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.