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
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.
3. Analysis
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.
4. Presentation
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.
5. Implementation
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.
6. Systematic Review & Adjust
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.

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

© Periscope Financial. 2024. All rights reserved. Privacy Policy.

https://brokercheck.finra.org

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

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.