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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.

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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How much do you need to save each year to meet your long-term financial goals?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much Disability Income Insurance do you need?

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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