|
What Are Your Financial Goals?
MISSION STATEMENT
Ken Byers & Associates is a financial resources firm whose knowledgeable team uses creative solutions to solve life's many complex financial problems. Our core values are honesty, integrity and confidentiality along with a friendly and personal feeling for each and every client.
OUR VISION
To simplify our clients' lives with a clear, concise outline of what they own, how it is owned and where it will be going as well as providing innovative financial solutions that may help our clients maximize their income, minimize their taxes and pass more of what they've created to those they care the most about.
Ken Byers & Associates can help you define what you want to accomplish by going through our planning process. Whether you are a successful business owner, executive, or individual, we are ready to talk with you about your estate/wealth transfer planning, business succession, investments and retirement planning needs.
Ken Byers & Associates
7710 Shawnee Run Road
Cincinnati, OH 45243
(513) 561-0011
FAX: (513) 561-7275
|
Ken Byers & Associates is licensed to do business in the
following states: LIFE - Connecticut, Florida, Kentucky,
Illinois, Indiana, Maine, and Ohio; SECURITIES - Ohio, Florida,Kentucky, Indiana, Michigan. ADVISORY - Ohio. Securities offered through and Registered Representatives of ValMark Securities, Inc., Member FINRA & SIPC.
|