Doug Loftus, Cfp® Email & Phone Number

As a Cincinnati financial planner, I work with dentists, physicians, and business owners to understand their unique financial situations. I help them move from managing their financial assets by default, to working with a clear plan in mind. I enable my clients to transform professional success into personal financial security.Without a process, financial strategies and wealth management plans have little focus, can’t be personalized and fail to reach short- and long-term goals. Our clients have complex financial situations and lead busy lives, leaving little time to sort through financial choices. I ease the burden, acting as their personal financial advocate. By guiding clients in making complex financial decisions, I empower them to maximize their resources and stay on course for a secure financial future. As their fiduciary, the client’s interests are always first.Creating a secure financial future is important to my clients. Our process incorporates a detailed analysis of their resources, lifestyle preferences, philanthropic goals and family needs. I help them build the framework that drives portfolio decisions consistent with their lifestyle and future goals. I develop custom financial strategies that suit their risk tolerance and maximize their real return. I alleviate the burden of managing the details, enabling them to enjoy their hard-earned wealth.Specialties: Financial Planning, Investment Advisor, Insurance Planning, Estate Planning, Practice Transition, Retirement Planning, Tax Planning and Fiduciary Consulting

Listed skills include Asset Allocation, Asset Management, Certified Financial Planner, Charitable Giving, and 13 others.

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  Founding Partner, Wealth Advisor And Certified Financial Planner For Dental Professionals

  Wealth Dimensions Group, Ltd

  Cincinnati, Oh, Us