Beacon Hill Financial

William G. Otto

William G. OttoWe 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:




Request Help or Information by filling out the form below

Name*:
Mailing Address:
City*:
State:
Zip:
Email*:
Phone*:
Please enter
your questions, requests
or comments:
  We strive to prevent spam.
Please answer the question below to show that
this is a legitimate request.
What is 2 + 2?*:
Required = *
  We respect your privacy. Your information will not
be given / sold to any other entity.
 

Service Area

Proudly serving the Cincinnati and Dayton, OH areas as well as Northern KY.

Contact Us

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 ext. 104

409 N. Broadway, Lebanon, OH 45036

Email: info@beaconhill-financial.com
Web: www.beaconhill-financial.com

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.

About Us

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.