Conservative Financial Solutions

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Conservative Financial Solutions

10403 Harrison Avenue, Suite 100
Harrison, OH 45030-1941

We at Conservative Financial Solutions are committed to seeing our clients attain their financial goals. We are here to help protect your assets, grow your wealth, reduce your tax burden and provide protection from catastrophic illnesses. With professional services of a licensed investment advisor, an attorney and CPA all under one roof,we believe wecanpursue the best planning techniques available. We are a hometown business that is progressive and current, and we have managed tomaintain that hometown, personal touch.

As personal financial professionals, we can:

Help you clarify and define your goals
Recommend solutions that fit your needs
Deliver timely information
Explain how changing financial conditions affect you
Monitor your financial progress
Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 513-367-1113 or toll free 1-800-368-9449 or e-mail us at cfs@go2cfs.com. We will be happy to help. We look forward to talking with you.

Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Ideas to help simplify everyday finances.

Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
Financial IQ Test
Take this quick quiz to find out your Financial IQ

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
More Calculators →

Are You Making These Cash Mistakes?
With interest rates at historic lows, what should you do with the money you save?
Interest Rates: Be Ready for Anything
There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.
Finding Your Balance
One way to help manage volatility is through asset allocation. But this process of determining the appropriate proportion of your assets based on your financial goals, risk tolerance, and time horizon is not a set-it-and-forget-it strategy.
Time to Get Back to RMDs
If you took advantage of the temporary reprieve that allowed you to skip required minimum distributions from traditional IRAs and employer-sponsored retirement plans in 2009, be aware that no such exemption exists for the 2010 tax year.
More Newsletters →

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