Instilling Financial Confidence
 

Personal Financial Planning
No Commissions
No Product Sales
 

18 Village Square
Glendale, OH 45246-4515
Phone: 513-771-7526
Fax:  513-771-7526
Email: 
Map

Hours:  By appointment only
~Complimentary Consultation~
 

Services

Tax Planning & Preparation

You’ve worked too hard for your money to pay a penny more than you have to in taxes. With proper planning, you can minimize your tax bill, giving you more money to pursue your goals. We prepare your personal income tax return(s) and provide you with professional advice year-round. Many clients find that tax savings alone offset our annual fee.

Goal Setting & Financial Planning

You will be guided in setting attainable near-term and long-range goals, as well as in finding strategies to help balance what can seem to be conflicting goals.

Retirement Planning &
Financial Independence Analysis

When do you want to retire? How much do you need to save to meet your goals? We analyze all the factors and help you develop realistic projections. You will learn how to adjust your savings and spending now to make your retirement goals attainable.

Special Needs Planning

You will be advised on any matter that affects your finances: education planning, budgeting, debt reduction, home purchase analysis, charitable giving, qualified plan/IRA rollovers, as well as life transitions such as the death of a spouse, divorce, second marriage, early retirement, and starting a small business.

Portfolio Analysis

Are your present investments appropriate for your risk tolerance, tax bracket, and long term goals? We will look at all your investments― including retirement accounts and real estate―before making investment recommendations.
 

FAQs

Why hire a financial advisor?

Most people are not financial experts, yet increasingly individuals are in charge of their own financial futures. Most are aware that planning is critical but don’t have the time or the expertise to develop a plan and make the needed financial decisions. Discepoli Financial Planning works as your partner in the planning process, helping you to enjoy your life more today while building the future you desire.

What makes Discepoli Financial Planning different?

• Discepoli Financial Planning is also a member of the Alliance of Cambridge Advisors, a national alliance of more than 100 Fee-Only advisors who collaborate on client planning issues, business processes, and practice guidelines. This Cambridge "connection" provides Discepoli Financial Planning clients with informed, conflict-free financial planning advice from some of the best personal financial advisors in the country.
• Fee-Only commitment: our compensation is never contingent on the outcome of any financial transaction you make. We accept no commissions. Our only compensation is what you pay us directly.
• Holistic approach to planning: all the financial areas of your life, including taxes and real estate, are integrated in one overall, comprehensive plan.
• Focus on client education: education is our number one priority. We take the time to make sure you understand our advice.
• Full-service retainer: with this open-end retainer, you may visit or call anytime in addition to your scheduled appointments, at no extra cost. (For less extensive planning needs, a variety of affordable retainer options are available.)
• Complimentary initial consultation: call or email us to schedule a meeting for us to review your situation and develop a proposal.

Resources

Do you need a financial advisor?

Goals & Values Exercise

The Discepoli Financial Planning Experience

Notre Dame Business
Online Magazine of the Mendoza College of Business
 

Credentials

Professional Affiliations

• Alliance of Cambridge Advisors(www.cambridgeadvisors.com)
• American Institute of Certified Public Accountants (www.aicpa.org)
• Ohio Society of CPAs (www.ohioscpa.com)
• NAPFA (www.napfa.org)
• 

Organizations & Community Service

• Notre Dame Club of Greater Cincinnati (www.ndcincinnati.com)
• St. John Neumann Church (www.sjnews.org/)
• St. Bartholomew Consolidated School (www.sbcsedu.org)
• Ronald McDonald House (www.rmhcincinnati.org)

Education & Experience

• Personal Financial Specialist (www.cpapfs.org)
• B.B.A. - U. of Notre Dame (www.nd.edu)
• Executive Development Program, Kellogg School of Management (http://www.kellogg.northwestern.edu)
• Trained at KPMG, one of the largest international public accounting firms (www.kpmg.com)
• 15+ years of financial management experience

Disclaimer: Discepoli Financial Planning, LLC is listed with the State of Ohio as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state “de minimus” exemption. This website does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or entity in any state or other jurisdiction.

Contact us today at 513-771-7526 or
 

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