Precedent Financial Strategies

We design solutions for those seeking expertise in personal finance, investment and income solutions, tax strategies, and divorce finances. We will work together to build a financial plan to fulfill your vision and create clear, concise action plans, tax reduction strategies, investment and lifetime income solutions, and optimize every aspect of your personal finances.

Specializing in the uniquely complex needs of physicians and high-income families, particularly those going through divorce and rebuilding thereafter. We serve clients throughout the United States, and those living in the Cincinnati and Indianapolis regions.