Everyone handles finances in their own way. We call it your Financial Style. Answer a few simple questions to find out a little bit more about how you approach your finances, the value you put on relationships and what motivates you.
Our quick and easy calculator can help you evaluate how much money you need to start saving right now for retirement in order to achieve your goals. Use our retirement calculator to help you assess the effectiveness of your current retirement savings plan and decide if you need to make any adjustments.
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.
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.
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