Meet Your Guide
Ray Isaacs, AIF®
Owner
As the second-generation owner of Isaacs and Associates, Ray has spent decades helping individuals and families across Greater Cincinnati.
Ray’s a down-to-earth advisor who prefers button-down shirts and polos to suits and ties — or a hoody and sneakers in his off hours. He and his team pride themselves on creating a comfortable and welcoming environment for everyone who comes to an Isaacs and Associates workshop or walks through the office doors.
Let our experience be your guide.
Instant download
Ready to Uncover Potential Tax Savings?
Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income. You’ll learn:
How proper planning can help you manage the taxation of Social Security benefits
- Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
Ways donor-advised funds allow you to avoid capital gains taxes
Isaacs and Associates’
4 Pillars of Service
When you work with Isaacs and Associates, you have access to our 4 Pillars of Service:
Holistic Financial Planning
Tax-Efficient Strategies
Client-Centered Focus
Professional Experience
Check Out Our
Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
IRA Legacy Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Let’s Talk!
How Can We Help You?
It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event. We can’t wait to meet you!