A financial advisory practice of Ameriprise Financial Services, Inc.
We help clients build and preserve their wealth. We concentrate specifically on business owners, their families and advise in the areas of Retirement Plan Design, Succession Planning and Legacy Planning. Our clients benefit from the firm's advice, creativity and implementation of financial products and services. We are a hands-on, fee-based financial advisory practice that values integrity, knowledge, experience, and commitment in building client/advisor relationships designed to last a lifetime. We strive to simplify their financial world, and help them identify and attain their life goals.
Services and/or Products
We help business owners set up a time table as to when they want to transition their business. We provide assistance in helping owners decide who should run the business and how to treat children fairly in the transition. In addition we have strategic planning models, which improve current income, wealth preservation strategies, insurance and wealth transfer.
Past Involvement with the Goering Center
Ken Byers has been a member of the Goering Center since 1990.
Special Offer for Goering Center Core Members
For Goering Center members we will provide a complimentary initial consultation. The initial consultation provides an overview of financial planning concepts. You will not receive a written analysis and/or recommendations.
Primary Individual Contact
5905 E. Galbraith Rd. Suite 4200
Cincinnati, OH 45236
Year Company/Firm Founded: Ameriprise Financial – 1894, Byers and Associates – 1978, The Byers Oltorik and Naber Group – 2014