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Casey Boland

Casey Boland

Vice President, Wealth Advisor

Community & Leadership

  • Vice President Board of Trustees, Springer School and Center
  • 700WLW – Weekday Commentary on Money Matters 2007-2016

Awards

Certifications

  • Executive Certificate in Financial Planning

Education

  • Business, University of Cincinnati

RETIREMENT AND FINANCIAL PLANNING PROFESSIONAL HELPING YOU PLAN FOR THE LONGEST VACATION OF YOUR LIFE - RETIREMENT

Have you ever planned a family vacation? Deciding where to go, how to get there, what to do and see and the most important part, how to pay for it? Now imagine the longest vacation of your life, it’s called retirement.

I help people, like you, plan for this life-long vacation and I love what I do.

As a Cincinnati financial planner with over 25 years’ experience, I work with our clients to understand their unique financial situations. I help keep them on the right path by combining investment and tax strategies with a financial plan designed to preserve what they have, while providing the income they need and leaving something behind for their family or favorite charity.

My ideal client is someone who believes creating a secure financial future is worth spending time on. While we do most of the work for you, it is still a team approach. It takes a team consisting of a financial planner, an attorney and CPA to give you the best guidance. I build the framework that drives portfolio/investment decisions consistent with your lifestyle and future goals. And most importantly, I alleviate the burden of managing the details, enabling you to enjoy your hard-earned wealth.

Your life-long ambition of financial freedom for a comfortable retirement lifestyle is what I work on, day in and day out.

You might recognize Casey from his "Money Matters" radio spot on 700 WLW, where he offered his advice regarding financial matters and investing for retirement for over seven years. Casey recently became an "empty nester" with two adult sons. Casey enjoys playing golf, hiking, paddle boarding, and attending Cincinnati sporting events.

 Favorite Quote: “Live simply, love generously, care deeply, speak kindly, leave the rest to God.”  - Ronald Reagan

Casey Recommends:

    

  Thinking Fast and Slow by Daniel Kahneman

The Hero With A Thousand Faces by Joseph CampbellWhere Are the Customers’ Yachts?  by Fred Schwed Jr.The Four Agreements by Don Miguel Ruiz