“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
We value the important things in life. Helping you protect your family’s financial well-being is our mission, and your goals become our goals. We are passionate about helping you plan for a dignified retirement, and doing so in a way that is not complicated.
Securities and investment advisory services offered through L.M. Kohn & Company, a registered Broker/Dealer, Member FINRA/SIPC/MSRB 10151 Carver Rd, Suite 100, Cincinnati, OH 45242. 513.792.0301. The information contained within is not an offer to sell nor the solicitation of an offer to buy any insurance or securities product and is intended solely for residents of states in which a registered representative associated with Financial Designs holds an active license. Financial Designs agents and employees do not provide tax or legal advice.