The Financial Network Group (FNG), home of Simply Money^®, a Registered Investment Advisor, is available in the Investment Services office in our Financial Mall.

Investment Services is your resource for comprehensive strategies to help you with your financial plan and goals. Whether you are: changing jobs, planning for retirement, setting up a college fund, need general investment advice or portfolio management, you have access to advisory services from a Certified Financial Planner as well as a team of licensed and experienced investment professionals. Your investment services team can help: review your investments, build a financial plan that fits your lifestyle and long term goals, evaluate rollover options during job transitions, or process your stock trades. 

• Job transitions and retirement. Explore your rollover options and tax consideration with us before you cash out or move your company retirement plan. 

• Home ownership. A comprehensive investment review can help you determine your current cash flow needs while addressing your long term investment approach and future goals. 

• Life changes. Personal and family-related life changes, such as marriage, divorce, health issues and death will impact your personal and financial plan. We can help you prepare for the unexpected, reassess your financial goals when changes arise, and adjust beneficiary designations.

• Family. If you are starting a family or want to fund your children or grandchildren’s higher education, we can help you budget and consider college planning strategies that fit your needs and may qualify for tax advantages. 

• Inheritance and charitable giving. Whether you are receiving an inheritance or want to create a legacy, we can help you develop the investment strategies that work with your estate plan.

Contact Investment Services today!
To speak with a professional directly, please call: 513.243.6510 or visit them in the Financial Mall at our Reading Road office. For more information about Investments, please click here.