Financial Planning
Listen. Set Goals. Create a Plan. Implement. Achieve.
Choose a Solution to Explore
Share Your Financial Journey With Us
At EntryPoint, we start with listening and learning about each of our clients. We seek to understand your feelings about money, investments, and your wealth so we can enable you to achieve your goals. As fiduciary financial planners, we always act in your best interests and never earn commissions or revenue based on the decisions you make. Our advice is always based on our expertise as to what is the best strategy for you.
Our Process
A repeatable path to reaching your goals.
Every relationship follows the same five steps. We listen to understand what matters most to you, set clear goals, build a plan tailored to your circumstances, implement it with discipline, and revisit the plan year over year so you can achieve what you set out to do.
Other Areas of Expertise
A complete financial planning relationship.
Income Tax Planning
Our first financial planning initiative is to understand our clients' tax situation and the impact income tax will have on their financial plan. We work with business owners, independent consultants, and employees to find tax strategies that help you achieve more.
Complex Tax Situations
We are well versed in highly complex tax planning, using 401(k)-specific rules such as the 55-year rule and NUA (Net Unrealized Appreciation, Frank Duke Method), helping clients defer capital gain taxes through 1031 exchanges, and navigating equity incentive and deferred compensation plans.
Working Towards Retirement
How much should you save? How should you invest? What accounts should you save in? We start by creating a retirement plan in our financial planning software to establish a baseline, then adjust it year over year to help you achieve your desired retirement date.
Living in Retirement
Our process for working with clients in retirement is to provide confidence in your plan, help you recreate your paycheck, and enable you to pursue your passions — including Social Security elections, Medicare options and taxes, and pension elections.
Life Planning
You have aspirations and goals you want to achieve. We believe it is our role to create a dynamic relationship helping you uncover your true ambitions and passions.
Legacy Planning
We use various estate planning strategies to ensure your legacy is transitioned according to your wishes and accomplishes your chosen impact for future generations and other causes.
Insurance Planning
Utilizing the correct amount of coverage to protect your assets and income is critical to proper financial planning. We ensure your insurance needs are met through objective, fee-only analysis.
Latest Insights
Advice for achieving more.
Investing for Retirement Income: Creating a Distribution Plan for Your Assets
Learn how to create a sustainable retirement income plan using an endowment-style approach and dynamic spending strategy from Chris Ward, CFP®, serving Cincinnati and Northern Kentucky.
5 min read
How Energy Price Pressures Shape Inflation and Your Investment Portfolio
Rising energy prices can affect inflation, investment returns, and retirement income. See how energy exposure may fit into a diversified retirement portfolio.
4 min read
Is Your Retirement Plan Keeping Up With Inflation?
Learn how inflation can affect retirement income and purchasing power, and what investors approaching retirement can do to build a long-term retirement strategy.
4 min read
Let's Achieve More, Together.
Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.