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If you stop for a moment to consider
the financial preparations you have made to ensure your personal
milestone, do you feel comfortable, or do you shudder...
A properly structured financial plan will allow an individual
or business to face any financial challenge that may arise.
The financial planning process can help you evaluate your financial
needs and develop strategies that will enable you to achieve
your goals and strengthen your financial security.
Dennis & Associates helps individual better financial options
to allow them to lead better-informed lives.
 Specializing in financial planning and implementation services,
The objective of Dennis & Associates is to introduce individuals
to a number of alternatives planning services while addressing
specific investment information needs.
We are also committed to working with our client's other professional
advisors, such as their attorneys, so that their financial
affairs are totally coordinated into a completely integrated
financial strategy for the present, or a "blue print" for
the future.
No matter how large or small the issue, we are committed to
providing close, personal attention to our clients. We take
pride in assuring our clients that the personal assistance
they receive comes from years of advanced training, technical
experience and financial acumen. Our continual investment of
time and resources in professional continuing education and
extensive business relationships is indicative of our commitment
to excellence.
For individuals or business owners who have questions about:
- Reducing their income taxes
- Setting up retirement
- Benefit plans for their employees
- Preparing to retire
- Seeking investment direction
- Planning for college expenses
- Orderly transfer of their assets
Securities offered through L.M. Kohn and Co. Cincinnati, Ohio Member NASD/SIPC,
9810 Montgomery Road, Cincinnati, OH 45242, phone number 800.478.0788
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© 2003 Dennis & Associates •
info@dennisassociates.com
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