At Periscope Financial, we understand that financial success is not just a math equation, but a happiness derived from financial goals and dreams being realized. Our commitment extends beyond optimizing financial portfolios; it encompasses a steadfast dedication to delivering personalized, high-quality service. We believe in cultivating connections with our clients, understanding their unique aspirations, and tailoring strategies that align with their goals. We aim to alleviate the burden of stress from financial decision-making, so our clients can focus on enjoying life.

Meet The Team

Financial Planning Process

We believe in a comprehensive approach to financial planning, building a strong foundation based on trust and open communication. We aim to establish a long-term relationship that allows us to guide you through life’s financial complexities, ensuring your plan remains aligned with your evolving needs and maximizing your potential for success.

1
Goal Development
2
Data Gathering
3
Analysis
4
Presentation
5
Implementation
6
Systematic Review & Adjust
Your Dreams
1. Goal Development
Our initial meeting is an opportunity to get to know you and to grasp the full picture of your financial landscape. We want to understand your aspirations, financial goals, and long-term plans. By learning more about you, we can customize our approach to better meet your specific needs.
2. Data Gathering
We collect all the essential documents and details about your current financial situation, ensuring we have a complete and accurate picture. We treat all personal information with the utmost confidentiality.
3. Analysis
We carefully review and analyze your financial information in the context of your goals and objectives. From this, we create a personalized plan that outlines a clear path from where you are today to where you want to be in the future.
4. Presentation
In this meeting, we walk through your customized financial plan together in detail. We discuss our recommendations, answer any questions, and clearly outline the next steps in your financial journey.
5. Implementation
We work together to bring your plan to life. We collaborate closely with you throughout the implementation process, making it as seamless as possible and providing support each step of the way.
6. Systematic Review & Adjust
We recognize that financial plans require ongoing review and adjustment. We schedule semiannual review meetings to ensure your plan remains aligned with your evolving needs and goals. In addition, we are always available to help you navigate any financial concerns that may arise.

Our Investment Process

Our process combines thorough research with a broad universe of investment options, tailored to each client’s risk profile. We strategically and tactically allocate assets to optimize returns while managing risk, ensuring our clients’ portfolios are positioned for long-term growth and stability.

Available Investment Universe

Risk Tolerance

Tactical Allocation

Protection Strategies

We also provide protection strategies that secure your financial security, ensuring peace of mind for you and your loved ones.

Life
Insurance
Secure your family’s financial future with life insurance, providing protection in case of unforeseen events.
Disability
Insurance
Safeguard your income with disability insurance, ensuring financial stability if you’re unable to work due to illness or injury.
Long Term
Care
Plan ahead for healthcare needs with long-term care solutions, offering support for medical expenses as you age.
Estate Planning
(offered by licensed affiliated attorney)
Preserve and distribute assets according to your wishes with estate planning, minimizing taxes and ensuring a smooth transfer of wealth.
Medicare Planning
(offered by licensed affiliated attorney)
Simplify Medicare choices with expert guidance, ensuring comprehensive coverage for healthcare needs in retirement.

Guiding Principles

When it comes to managing your finances, we believe that while modern technology tools are useful, there are unique advantages to having a personal touch in our advisory services that truly benefit you:

  • Personalization: We use technology to analyze data, but it’s our ability to understand your specific goals, values, and circumstances that allows us to tailor advice precisely to your needs.
  • Emotional Intelligence: Financial decisions can be emotional, and we’re here to provide support during turbulent times or major life events, guiding you through tough decisions.
  • Complex Situations: Financial scenarios often involve more than just numbers. Our expertise enables us to navigate legal, ethical, or family-related elements alongside the financial aspects.
513-430-0171
2000 Madison Road
Cincinnati, OH 45243
Contact Us

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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