With Alan’s 9 years of financial planning experience, Alan offers clients a seasoned perspective on a variety of safe money strategies. Whether it is through workshops or one on one meetings, his focus is on the needs of our clients and with their family’s best interest in mind. Alan takes this same approach when helping families plan for Medicare and Medicare Supplement (Medigap) needs. His goal is to make sure every family gets the information they need to make sound decisions. Alan and his wife and live in Ft. Thomas, KY and is based in our Cincinnati office.