Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Our Mission

At Three Asset Advisory Group (TAAG), we believe true wealth extends beyond financial assets. It encompasses the health that supports your quality of life, the financial resources that help you achieve your goals, and the property and possessions that reflect a lifetime of hard work and achievement.

The intersection of health, wealth, and property often presents some of life's most significant opportunities and complex decisions. Our mission is to help individuals and families navigate these critical moments with clarity and confidence through personalized wealth planning, trusted advice, and a comprehensive approach to growing and protecting what matters most.

HEALTH

Stress Reduction

Medicare Elections

LTC Planning

Healthcare POA

Living Will

WEALTH

Asset Management
Tax Efficient Income Generation
Asset Location Strategy
Risk Management
Strategic Rebalancing
Education Planning

PROPERTY

Titling/Transfer
Power of Attorney
Maintenance
Insurance Analysis
Relocation

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals.
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's. Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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We will be there every step of the way, collaborating closely with your CPA and Attorney as needed throughout the process. Helping ensure a seamless and comprehensive approach to your wealth management plan is our top priority.

Develop a Customized Plan

Define your family values, goals and objectives, determine your sources of income and lifestyle, and optimize your saving and spending priorities

Wealth and Investment Management Solutions

Customize your portfolio investments, manage appropriate risk/return parameters, and provide dynamic discretionary management

Retirement and Retirement Income Planning

Develop your social security and Medicare planning strategies, identify tax efficient streams of income, and consider the impacts of executive stock or corporate benefits, if applicable

Asset Protection and Risk Management

Review life and disability insurance, plan for extended or long term care, and analyze liabilities and impact on wealth

Legacy Planning and Philanthropy

Determine estate and wealth transfer strategies, review your beneficiaries and account titles, plan for giving to the people and places you care about

Advanced Planning also available as applicable: Business succession planning, Life management services, Education planning, Intergenerational planning

Three Asset Advisory Group of NEST Capital and Wells Fargo Advisors Financial Network, LLC do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

Three Asset Advisory Group

9435 Waterstone Blvd
Suite 290
Cincinnati, OH 45249

Local Phone: (513) 713-0731

[email protected]

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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