Our Services

To help people pursue their goals, we create comprehensive, written financial plans. We provide:

• Comprehensive Wealth Planning
  • Financial Planning
  • Investment Planning and Management
  • Tax Planning
  • Estate Planning
  • Small Business Planning
  • Executive Compensation
  • Charitable Giving
• Financial Planning
  • Accumulation Planning
  • Retirement Income Distribution Planning
  • Risk Management
  • Asset Allocation
  • Higher Education Funding
• Estate Planning
  • Document Review
  • Wills and Trust Planning
  • Asset Titling/ Ownership Review
  • Wealth Transfer Planning
  • Legacy Planning
• Asset Management Services
  • Fee Based Asset Management
  • Brokerage Services
  • CDs
  • Stocks/Bonds/Mutual Fund
• Insurance Services
  • Life Insurance
  • Long Term Care
  • Income Protection

Securities offered through Securities America, Inc., member FINRA/SIPC.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm.
Queen City Financial Advisors, LLC and the Securities America Companies are separate entities.
Securities America and its representatives do not provide tax or legal advice: therefore it is important to coordinate with your tax or legal advisor concerning your specific situation.

105 East Fourth Street, Suite 800 Cincinnati, OH 45202 | 513-721-2513