Together We Can Change The Future

Gain confidence in your financial future and support Melanoma Know More! During the months of February and March, Kellett Schaffner Wealth Advisors will donate $50 to Melanoma Know More for anyone that takes advantage of one of the options below! Each service involves no cost, pressure, or obligation!

Call 513-554-1472 or click one of the buttons below to schedule online today!

Retirement Check Up

Trying to stay on track for retirement? Deciding when to take Social Security? Our team of expert wealth advisors will review your current plan and provide a second opinion to help ensure you reach retirement with a healthy dose of Financial Confidence.

Life Insurance Review

Too little, too much, or just right? If you're asking these questions about your life insurance policy we can help. Our experienced team will help you confirm you have the right plan in place to protect your loved ones and achieve your financial goals.