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
- Our comprehensive approach includes investment planning, insurance planning, health care planning, legacy planning and tax-efficient strategies.
- PLUS, we collaborate with a network of professionals, including attorneys and accountants, to connect you with additional support.
Tax-Efficient Strategies
- We focus on tax efficiency as a core element in our financial planning, including considering insurance products and tax-optimization techniques where appropriate.
- We can connect you with our network of attorneys and accountants, depending on your situation.
Client-Centered Focus
- Our goal is always to provide transparency and clear communication.
- You’ll know our services and expectations before we start working together so there are no surprises.
- We want to make financial planning a comfortable conversation and strive to create a welcoming and family-like atmosphere.
Professional Experience
- Since the firm was founded in 1958 by Ray’s father, Paul, we have served generations of families across Cincinnati.
- Ray followed in his father’s footsteps as a teen, joining the firm in 1983.
- As an independent financial advisory firm, we have access to a wide range of products and solutions.
Grow Your Income
Retirement Income Strategies
Grow Your Income
Wealth Management
Grow Your Income
Annuities
Grow Your Income
Investments
Grow Your Income
IRA/401(k) Rollovers
Preserve Your Assets
Asset Preservation Strategies
Preserve Your Assets
Life Insurance
Preserve Your Assets
Tax-Efficient
Strategies
Pass It On
IRA Legacy
Planning
Preserve Your Assets
Long-Term Care Strategies
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning Tax Planning