West Chester, OH
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Reporting an Insurance Claim
To report a claim and receive guidance during regular business hours, you can call the local office number listed at the top of this page.
If you are in need of immediate assistance outside of business hours, we have someone on call 24/7/365 to assist you. Call the same local office number listed at the top of this page that you would call normally.
Leadership Team
Business Insurance & Risk Management Team
Personal Insurance Team
Employee Benefits Team
Human Resources Consulting Team
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Mason, OH
Address: 7451 S Mason Montgomery Road, Ste. B, Mason, OH 45040
Phone: (513) 398-6966
Our Solutions
Tailored solutions that strengthen the health, financial security, and success of people and organizations.
Personal Financial Services
Wealth Management
Financial guidance built around your goals, your journey, and your life.
Financial guidance built around your goals, your journey, and your life. We help you align resources, ambitions, and priorities—so you can navigate life’s milestones with confidence and build lasting financial well-being.
Personal Financial Services
Financial Education & Guidance
Build confidence and clarity at every stage of your financial journey.
Build confidence and clarity at every stage of your financial journey. Through interactive learning, personalized resources, and timely events, we empower individuals to make informed decisions—helping to build lasting financial security.
Healthcare
Medicare Advantage
Explore your healthcare options with guidance you can trust.
Explore your healthcare options with guidance you can trust. We help you navigate Medicare Advantage, supplemental, and prescription coverage with clarity—so you can make informed choices that fit your health and budget.
Personal Financial Services
Private Client
Sophisticated wealth strategies for individuals and families with complex needs.
Sophisticated wealth strategies for individuals and families with complex needs. Our Private Client team delivers a level of strategy that streamlines complexity, protects your legacy, and gives you the confidence to focus on the life you choose.
Personal Financial Services
Executive Planning
Turn complex business transitions into clear, actionable plans.
Turn complex business transitions into clear, actionable plans. We help entrepreneurs and business owners address the personal, tax, legal, and financial considerations of selling or transferring a business—ensuring a smooth succession and protecting long-term wealth.
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