Beacon Hill Financial
We are an Elder Care Financial Services Firm serving the Cincinnati, Dayton, Southern Ohio, as well as Northern Kentucky areas. What is an Elder Care Financial Planner? We create and implement strategies to help seniors potentially preserve their assets (Home, money, etc.) in the event there is a healthcare emergency.
We work with a network of Elder Care Professionals (Elder Law Attorneys, Case workers, Social Workers, etc.) who are dedicating their professional careers to help families in need.
We also are fee based financial planners whose primary objective is risk adverse management especially in a downside market, with a focus on obtaining market type returns in an up market, with full liquidity.
We help guide our clients through the maze of government regulations and application process which may frustrate or discourage them from applying for the benefits they may be entitled to. It is never too late to plan for asset protection. We create plans for families both in a health care crisis, where a loved one is is a facility now, or for our clients who are simply planning ahead for their family in case an emergency arises.
Areas of practice include but not limited to:
- Veteran's Aid and Attendance Benefits
- Asset Protection
- Risk Adverse
- Investment Planning
- Long Term Care Planning
Request Help or Information by filling out the form below
Proudly serving the Cincinnati and Dayton, OH areas as well as Northern KY.
William G. Otto
Beacon Hill Financial
If you have any questions you wold like to ask me, feel free to call and schedule some time with me at our office.
Phone: (513) 265-2822
Toll Free: (866) 289-0759
409 N. Broadway, Lebanon, OH 45036
There are never any costs or obligations with our initial consultations or consultations with our network of Elder Care Network (Elder Law Attorneys, Case workers, Social Workers, etc...).
*Securities ad Advisory Services Offered Through Harbour Investments, Inc. Member FINRA/SIPC.
I am very proud to receive my Fifth 5 Star Wealth Manger Award in 2014. These awards are presented to the top 7% of Wealth Managers in the Cincinnati/Northern Kentucky/Southern Ohio areas. We have been helping clients preserve their assets for nearly 16 yrs now and have literally helped hundreds of families in the highly specialized field of Elder Care Financial Planning.
I managed a successful practice with the Wealth Management Firm of Merrill Lynch where I authored and implemented many comprehensive financial plans for my clients. I changed the focus of my practice when a personal friend lost the majority of his family's estate to healthcare spend down. This event led me to explore new ways to help families in similar circumstances.
About the NCPC
The National Care Planning Council and its affiliated
members are dedicated to helping families recognize the need for long term care planning and to helping
implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need)
long term care are at the heart of our services.