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FINANCIAL EDUCATIONAL SYSTEMS

9674 Colerain Ave. Suite 339
Cincinnati, OH 45251

Phone:

513-245-6100 / 866-662-6100

Fax:

513-245-6103

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to FINANCIAL EDUCATIONAL SYSTEMS

Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your financial situation. 

Financial Educational Systems created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement,, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. 

We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. 

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of  "favorites" in your Internet browser. We frequently update our information and we would not want you to miss any developments in the area of personal finance.

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Will you be able to afford nursing home care?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck