Personal Choice Financial

Personal Choice Financial

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A Cincinnati based, Fee Only, NAPFA-Registered Financial Planning Company, serving clients across th Consistently making good financial decisions is difficult.

Whether you are trying to choose from your company benefits or design your retirement portfolio. What about the people trying to give you advice? Are they on your side or just trying to sell you something? We are dedicated to guiding your personal finances and investments from new hire through your retirement and beyond. Personal Choice Financial, LLC is about providing you with guidance and insig

Social Security Annual Cost of Living Adjustment 11/15/2021

Social Security announced a benefits increase of 5.9% on October 13, 2021. This will increase payments to retirees beginning in January 2022.

Social Security Annual Cost of Living Adjustment Social Security announced a benefits increase of 5.9% on October 13, 2021. This Cost-of-Living-Adjustment (COLA) will increase payments to both Social

Ten Financial Decisions To Make Before Retirement - 03/04/2019

https://www.personalchoicefinancial.com/ten-decisions-before-retirement/

Ten Financial Decisions To Make Before Retirement - There are ten financial decisions you need to address before retirement. This article is a good starting point for most pre-retirees.

How We’re Voting Procter & Gamble Proxies in Lieu of the Trian Proxy Contest - Personal Choice Financial 10/02/2017

In case you missed it... this is how we are voting on the P&G and Trian Partners battle. What are your thoughts?

How We’re Voting Procter & Gamble Proxies in Lieu of the Trian Proxy Contest - Personal Choice Financial We agree that the Procter Gamble board is best equipped to make the changes necessary to lead the company. We are voting along with the board of directors.

What to do About the Equifax Data Breach - Personal Choice Financial 09/22/2017

If these agencies are going to collect every bit of personal information on us to make a profit, they have an obligation to keep that information secure. This breach was due to Equifax's incompetence or neglect; I’ll let them decide which one. Regardless of how this breach occurred, Equifax stands to make a serious profit as a result.
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What are your thoughts?
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What to do About the Equifax Data Breach - Personal Choice Financial Hackers broke into the Equifax database and stole 143 million people’s personal information. We recommend you take these simple steps first.

How Far Can Your Investments Drop? - Personal Choice Financial 05/25/2017

The last 8 years have been great to us, but are you ready for the next market correction? Make sure to assess your portfolio and make adjustments before the market drops... not after.
https://www.personalchoicefinancial.com/how-far-can-your-investments-drop/

How Far Can Your Investments Drop? - Personal Choice Financial Many investors are completely unaware of the risk in their investment portfolios. Don't be unprepared for the next gut wrenching market correction. How far can your investments drop in the next market correction?

How to diversify your Procter and Gamble Profit Sharing Trust and 401k – Personal Choice Financial 04/12/2017

https://www.personalchoicefinancial.com/how-to-diversify-your-procter-gamble-pst-and-401k/

How to diversify your Procter and Gamble Profit Sharing Trust and 401k – Personal Choice Financial Easy to follow instructions on how you can diversify your Procter and Gamble Profit Sharing Trust and Savings Plan or 401k. Relevant to current employees of Procter and Gamble.

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Telephone

Address


4555 Lake Forest Drive
Blue Ash, OH
45242

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm