About Us
Thomas Groppenbecker
I have been in the financial planning field for 20 plus years. My background in accounting and finance gives me a deep insight into planning for tax-efficient or tax-free retirements. As our slogan says, "Creating Solutions Today For Your Success Tomorrow."
We use a holistic approach to planning for all your life events, from the beginning of your journey to retirement.
We use a holistic approach to planning for all your life events, from the beginning of your journey to retirement.
Call us today to see how we can help!
513-598-5678
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Safe Financial Journey
At Safe Financial Journey , we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
Retirement Income Planning
Social Security Planning
Estate Planning & Legacy Planning
Medicare & Long-Term Care Planning
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Safe Financial Journey , we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.