Even When Life's in Motion, You Can Get a Grasp on Your Financial Future

Financial Services

At Western & Southern, we are dedicated to providing you with honest, personalized recommendations from expert professionals to help you meet your financial goals. Whether you need guidance with your retirement, investing or small business, we offer you a spectrum of financial services that are among the highest rated and trusted in the industry.

Pension Risk Transfer

How can you become a more efficient and economical small business owner? With pension risk transfer, you can save both time and money. Our pension plan alternative replaces traditional benefits with annuity payments to reduce your risk of pension plan volatility.

Retirement Planning

You’ve worked hard for your money. Now we want your money to work just as hard for your retirement. Whether you’re decades away from retirement or already enjoying it, we can help you evaluate your current saving strategies and find the right solutions to help you build and sustain a financially secure retirement to enjoy the lifestyle you want.

Investment Advisory Services

W&S Wealth Solutions is designed to help you approach the complexity of investing with more confidence. Our team of financial advisors provides you with an array of investment advisory services, including investment advice, performance reporting and account administration.

Small Business Solutions

As a small business owner, you need the right financial solutions to grow and protect your legacy. Our small business solutions include retirement plans, key person insurance and life insurance protection. In addition, learn how a buy-sell agreement and business transfer can help protect the future success of your business.

Securities and Advisory Services offered through W&S Brokerage Services, Inc., member FINRA/SIPC and a Registered Investment Advisor. All companies are members of Western and Southern Financial Group.