HOW WE CONDUCT BUSINESS
Have a Question?
We currently serve the States of Ohio and West Virginia over the phone and through Zoom conference calls due to COVID-19. If you prefer a face-to-face meeting, we can schedule a meeting at our office at 300 E Business Way, Suite 200, Cincinnati, OH 45241, or we are happy to come to you for an in-home appointment.
We assist our clients year-round through private consultations, educational workshops, and public events.
We love collaborating with our “Healthy Advising Seniors” to do outreach to the younger generations, teaching them how to take proactive measures in securing life and health insurance to perhaps have Healthy Advising Lifestyles.