Skip to Main Navigation Skip to Main Content
family picking pumpkins
Committed to Helping You Live the Life You Want  Go

Planning for Your Life's Special Moments

father and daughter cooking talking about life insurance

Life Insurance

Life insurance comes in many forms and can offer you greater financial security while you are raising your children, paying off your mortgage or even starting a small business.
Protect What Matters
couple riding ferris wheel enjoying retirement

Retirement

Whether you want to downsize your home, pursue a new hobby or explore fun adventures during your retirement, you can start planning now for the kind of life you hope to enjoy.
Plan for Retirement
couple planning finances discussing investments

Investments

Planning to start a family soon? Interested in funding your child's college education? Dreaming of an early retirement? Investments may help you reach your financial goals.
Invest in Your Future
senior couple playing with dogs talking about retirement

How Long Will Your Retirement Savings Last?

Our quick and easy calculator can help you evaluate when you might be able to retire, how much money you may need to retire and how long your retirement savings may last. This calculator uses your answers to a short series of questions to determine your Retirement Checkup Score (a number between 0 and 10), which can help you assess the effectiveness of your current retirement savings plan and decide if you need to make any adjustments. 
Calculate Your Future
Calculate Your Future

Are You an Industry Professional?

I'M WITH AN INSTITUTION I'M A FINANCIAL PROFESSIONAL

Financial Education for Individuals & Families

Learn about financial topics that can affect your life and the life of your family and loved ones. Read articles about retirement planning, life insurance, investing and more.
couple reviewing our financial planning checklist

Take Control of Your Finances With Our Financial Planning Checklist

Personal Finance
businessman sits outside office and checks performance of mutual funds vs. stocks in newspaper

Mutual Funds vs. Stocks: Which to Choose?

Investing
older couple laughs as they ride bikes down a path and discuss whole life insurance together

Understanding Whole Life Insurance

Life Insurance
grandfather takes grandson fishing after researching the difference between term and whole life insurance

What Is the Difference Between Term & Whole Life Insurance?

Life Insurance
happy daughter embraces father near the ocean as they discuss average retirement savings by age

What Are the Average Retirement Savings by Age?

Retirement Planning
man in wheelchair asks caretaker daughter in a courtyard: what does critical illness insurance cover?

What Does Critical Illness Insurance Cover?

Life Insurance
graphic illustrates what to know at every retirement age milestone to help your retirement planning

Planning for Retirement? What to Know at Every Retirement Age Milestone

Retirement Planning
multigenerational family enjoys a picnic in the park and discusses the basics of life insurance

Life Insurance 101: Your Quick & Easy Guide

Life Insurance
grandmother discusses types of retirement plans with grandchildren

Types of Retirement Plans: Which Ones Apply to You?

Retirement Planning
couple laughs and walks on the beach and discusses the question: how much do I need to retire at 62

How Much Do I Need to Retire at 62?

Retirement Planning
young couple meets with financial representative at home to learn how mutual funds work as investments

How Do Mutual Funds Work?

Investing
Explore All Articles
financial professional assisting couple in financial planning

Wealth Planning Tailored to You

Wealth planning is the experience of figuring out where you are today and where you want to go. We can help you develop a road map to guide you through life’s transitions. Tailored to enrich your life and the lives of your loved ones, we will help guide you through a seamless wealth planning experience as we curate your optimal financial plan. 

Develop a Plan
Develop a Plan
small coffee shop business pension risk transfer

Increase Your Efficiency With Pension Risk Transfer

You have enough responsibility on your plate with your business. Pension risk transfer can be an effective pension plan alternative to save you time and money. Pension risk transfer allows you to replace pension benefits paid to your pension participants with annuity payments from an insurer.

Create More Stability
Create More Stability

Contributing to a Stronger Community

We are dedicated to the vitality of our communities in which we live and serve. Western & Southern sponsors events and donates to local causes that improve health care, promote higher education, support the arts and provide basic resources to those who need it most.

“Cincinnati is a vibrant community. Join us in making it the best city in America to have fun, raise a family, grow a career and prosper.”

- John F. Barrett, Chairman, President & Chief Executive Officer
ride cincinnati participants crossing the bridge
Causes We Support
Make informed choices about your financial future. Visit BrokerCheck by FINRA.