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Committed to Helping You Live the Life You Want  Go

Planning for Your Life's Special Moments

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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
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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
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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
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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. 

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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.
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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. 

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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.

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
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Make informed choices about your financial future. Visit BrokerCheck by FINRA.