Retirement & Estate Planning
David F. Woods, CLU®, ChFC®, an MDRT member since 1970, received the John Newton Russell Memorial Award in 1997. He appears weekly on The Wealth Channel®. David.Woods@wcinput.com
A solid life insurance program is essential to the security of the American family’s financial plans. Read More >
Thomas R. Petersen, RHU®, is vice president at Petersen International Underwriters, a Lloyd’s coverholder specializing in specialty disability, international life and medical plans and also kidnap insurance in the U.S. Tom is a frequent writer and trade association presenter, including for MDRT. Thomas.Petersen@wcinput.com
Don’t leave the success of your business or life’s dream to fate. Read More >
Lawrence L. Grypp, CLU®, ChFC®, is president of the University of Cincinnati’s Goering Center for Family and Private Business and Co-founder of the Center for Executive Transitions. Larry.Grypp@ wcinput.com
Michael A. Hirschfeld, JD, is a partner in Graydon Head & Ritchey, LLP, with over 37 years practicing law and counseling hundreds of family and closely held businesses. He was named Best Lawyer and Cincinnati Lawyer of the Year for both corporate and mergers & acquisitions, among other recognitions. He graduated from Kenyon College and the University of Virginia. Michael.Hirschfeld@wcinput.com
Our role as advisors is to help optimize the probability of successful legacies, which often means asking our clients tough questions. Read More >
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