Skip to content
envelope
  • T: 513.793.1990
  • F: 513.792.8374
Feel free to reach out Monday – Friday, 8am-4pm.
  • Home
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Business Owners
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Services
    • Services
    • Our Process
    • Our Services
      • Our Services
      • Retirement Planning
      • Goal Planning
      • Education Planning
      • Investment Strategies
      • Longevity Planning
      • Portfolio Management
      • Risk Management
    • Life Stages
    • Client Service Levels
  • Your Team
    • Your Team
    • Sheri Lucas
    • Kristina Gilley
    • Dana Krutka
    • In The News
    • About Raymond James
  • Investor Education
    • Investor Education
    • Resources
    • Calculators
    • Worthwhile
  • Contact Us
    • Contact Us
    • Questionnaire
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Cincinnati, OH-68G
    8041 Hosbrook Road Suite 416 Cincinnati, OH 45236 T: 513.793.1990 F: 513.792.8374
    Map and Directions Map and Directions
Aspire Wealth PlanningAspire Wealth Planning
Reset All Filters
Filter
  • Category
    • Retirement
    • Retirement & Longevity
  • Media
    • Calculator
403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofi...
Retirement
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to...
Retirement
How important is Social Security?
How will losing your Social Security benefits affect your retirem...
Retirement
Required Minimum Distributions (RMD)
The IRS requires that you withdraw at least a minimum amount - kn...
Retirement
Retirement Contribution Effects on Your Paycheck
An employer-sponsored retirement savings account could be one of ...
Retirement
Retirement Income Estimator
Use this calculator to determine how much monthly income your ret...
Retirement
How much do you need to retire?
Do you know how much it takes to create a secure retirement? Use ...
Retirement
Retirement Plan Withdrawal
Withdrawing money from a qualified retirement plan, such as a tra...
Retirement
Retirement Planner
Do you know what it takes to work toward a secure retirement? Use...
Retirement
Roth 401(k) vs. Traditional 401(k)
A 401(k) contribution can be an effective retirement tool. Since ...
Retirement
Roth IRA Savings
Creating a Roth IRA can make a big difference in your retirement ...
Retirement
Roth IRA Conversion
In 1997, the Roth IRA was introduced. This new IRA allowed for co...
Retirement
ASPIRE TODAY. PLAN FOR TOMORROW.
Aspire Wealth PlanningAspire Wealth Planning
  • 8041 Hosbrook Road Suite 416 Cincinnati, OH 45236
  • T 513.793.1990
  • F 513.792.8374
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Aspire Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use