Complete Wealth Strategies

Complete Wealth Strategies Empowering our clients to take control of their financial lives.

We manage and organize the financial affairs of successful retirees, entrepreneurs, and professionals.

Ever wonder about those free credit scores you get once a year?
06/17/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
06/15/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
06/14/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
06/12/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Do you know the difference between a credit lock and a credit freeze?
06/10/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Explore how inflation has affected purchasing power over the decades with this historical tool.
06/08/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Some simple, inexpensive energy-saving tips that may help you save money.
06/07/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
06/05/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Address

1055 St Paul Place
Cincinnati, OH
45202

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 11am - 3pm

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