St. Elizabeth Healthcare
The Fort Thomas campus is minutes away, and clinicians arrive with a 403(b) that usually needs to be coordinated with a 457(b).
Northern Kentucky · Newport, KY
Financial advisors in Newport
Our Newport office is here in Newport.
300 Dave Cowens Drive, Suite 608, Newport, KY 41071 · (859) 398-6350
Our Newport office is on Dave Cowens Drive, near the levee and a short walk from the Purple People Bridge. Newport has changed a great deal in a generation, and the financial questions reflect it: long-time East Row families sitting on property that has appreciated sharply, alongside households that arrived more recently.
Local retirement picture
What Newport retires from
The employers and retirement plans we see most often from Newport households. These are the details that decide when you can retire and what you keep.
Newport and Campbell County government
Public pensions here involve elections around survivor benefits and timing that deserve modeling before they are locked in.
Riverfront hospitality and retail employers
Business owners along the levee and Monmouth Street face the two-sided question of a company that is also the retirement plan.
Employer plans are described in general terms. Your own benefits, elections and deadlines govern, and we review them directly rather than assuming.
Planning services for Newport
Questions
Questions from Newport
Where is the Newport office?
300 Dave Cowens Drive, Suite 608, near the levee. It is a straightforward drive from Fort Thomas, Bellevue and Dayton, Kentucky, and an easy crossing from downtown Cincinnati.
My East Row house has appreciated a lot. What should I be thinking about?
Two things, usually. First, whether the property is titled in a way that matches your estate plan, because an out-of-date deed undoes a lot of good drafting. Second, the tax treatment if you ever sell, which is far easier to plan for in advance than to fix afterward.
Do I have to use the Newport office if I live in Newport?
No. Our Covington office is about three miles away and the same team works from both, so pick whichever is more convenient. Some clients meet in person twice a year and handle everything else by video.
Service area
Nearby in Northern Kentucky
Your office
Reach the office, not an inbox
Our Newport office serves Newport directly. Call it, rather than a general line.
Newport, KY
300 Dave Cowens Drive, Suite 608, Newport, KY 41071
(859) 398-6350, Newport, KY officeTalk with an advisor in Newport.
Thirty minutes: your goals, your questions, your current setup. No cost, no obligation.