Garry P. Kohn

Background

About Garry P. Kohn

With over 26 years of experience in the financial services industry, my mission is to educate my clients to make informed choices in planning their financial goals through various life-changing events, complex investment options, and ever-changing market conditions. I understand many of the unique challenges facing clients regarding their financial future and my client's future is my business. As an independent CERTIFIED FINANCIAL PLANNER(R) professional, my focus is working with families and individuals who are top-level executives from family-owned businesses to corporations such as GE, Cincinnati Children's Hospital Medical Center, Macy's, and Procter and Gamble. Many of my services include:* Coordinated financial planning.* Determining optimal and customized solutions for retirement and retirement income strategies.* Determining optimal and customized solutions for college planning.* Providing family and business risk protection strategies.* Review and assessment of company benefit plans.* Investment and plan design services for company retirement plans.* Strategies for managing financial risk, including life insurance, disability insurance, long-term care, and annuities.* Coordinating tax and estate issues with other professionals. As an independent CERTIFIED FINANCIAL PLANNER(R) professional, my goal is to clarify and coordinate lifestyle goals that allow my clients the satisfaction of working towards a financial goal with a managed strategy. I believe in having clients informed to make better financial decisions through presentations, newsletters, consultations regarding the markets, and financial issues that may impact their plans, and understanding different financial strategies. I welcome the opportunity to meet with you and learn about your unique situation and determine if my services can benefit you. Please feel free to contact me at 513-563-3508 or by email at garry@kohnwealth.net or please visit my website at