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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.

Explores how investment strategy changes once retirement begins.

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Offers practical holiday shopping tips to save time and money.

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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Estimate the future value of your current savings.

How Long Will Your Funds Last?

This calculator can help you determine how soon you can pay off your mortgage.

Will you be able to afford nursing home care?

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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