Life, on your terms Financial planning for the retirement you want
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Robert E. "Bob" Wood, CRPC ®
Vice President - Wealth Management
Portfolio Manager
Chartered Retirement Planning Counselor (CRPC®)
513-369-4152
Scripps Building
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.
My perspectives
Insights