Hais Team with QCFA

Hais Team with QCFA Hais Team is part of Queen City Financial Advisors, a Cincinnati based Financial Planning firm. We design a plan that fits your needs. member FINRA/SIPC.

Queen City Financial Advisors LLC, is a full service financial planning firm located in Downtown Cincinnati. We 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. Securities offered through Osaic Wealth, Inc. Osaic

Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
06/15/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
06/10/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

We had a fantastic turnout at our Shred Day Event this past Saturday! Team Bourgeois and Team Hais loved seeing so many ...
05/12/2026

We had a fantastic turnout at our Shred Day Event this past Saturday! Team Bourgeois and Team Hais loved seeing so many of our clients come out to safely dispose of their old documents. Thank you to everyone who joined us.
It's always a pleasure serving you beyond the office! 🗂️✂️

At QCFA, our OSJ is led by Chris Hais, working closely alongside Chuck Hais, whose experience and guidance continue to s...
04/16/2026

At QCFA, our OSJ is led by Chris Hais, working closely alongside Chuck Hais, whose experience and guidance continue to shape our direction as a consultant to the firm. Together, they’ve built a foundation focused on supporting advisors in growing, scaling, and ultimately transitioning their businesses.

Supporting that leadership is a dedicated operations and back-office team. Chip Hais and Beth Hodges work behind the scenes to ensure advisors have the resources, structure, and day-to-day support needed to operate efficiently and stay focused on their clients.

This team has been working together to run and grow the branch since 2009—creating an environment where independence doesn’t mean doing it alone.

If you’re an advisor looking for a team that understands both the business and the day-to-day realities of running a practice, we’d welcome the conversation.

One of our primary roles at Queen City Financial Advisors is working with advisors who are ready to grow—but need the ri...
04/10/2026

One of our primary roles at Queen City Financial Advisors is working with advisors who are ready to grow—but need the right structure to do it.

That means helping with:
• Operations
• Recruiting
• Technology
• Advisor support systems

We’ve built our model around making advisors more efficient—not more overwhelmed.

If that’s something you’re thinking about, happy to connect.

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Cincinnati, OH
45202

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