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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.

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

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Explains using life insurance to make meaningful charitable donations.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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How Long Will It Take to Pay my Balance?

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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