The Divinity Group Family of Services is a Christian based company located in the Greater Cincinnati / Northern Kentucky community who offers our clients expert financial, legal, tax, insurance advice to individuals and businesses in 17 states, and expanding all the time. Through partnerships and affiliations on-site and in your local community, our associates can find the answers to your pressing questions and our clients greatly benefit from our holistic approach.
Every associate and division of Divinity Group Family of Services believe that tax strategies, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. While providing you with the best advice for your particular circumstance, we adhere to Christian principles, rather than just what is acceptable ethics for our industry - giving you additional peace of mind.
If you need help setting up your will, need life insurance, have questions on your 401K, are confused on your social security options, a new recipient of Medicare and are lost with the many options, or want to ensure you are understanding how to situate yourself to minimize your tax exposure; an associate or affiliate of Divinity Group Family of Services can help! We are set up to capitalize from the experience of several specialized firms under one roof to help you acquire the information you need. While doing so our goal is to establish a long and trusted relationship with our clients.
Everyone knows that having all of your eggs in one basket in terms of investments is a bad idea, but having all of the experienced professionals you need to manage all of the financial aspects of your life in one place is a great idea and provides you with incredible convenience and stronger relationships with all of your trusted advisors!
Going a step beyond the basics of financial planning, DG Advisors are the elite financial advisors of Divinity Group Family of Services.
Because many people regard financial strategies as complex and confusing, they often miss out on many potentially rewarding financial opportunities. People take on unnecessary financial risks and fail to adequately protect their assets. Many people don't think that they need basic estate planning documents or planning, when simple steps taken now save valuable time and money later.
That's where we can help. Our goal is to take the mystery out of investing (through Lincoln Financial Securities), managing risk, preparing for retirement, and preserving your wealth.
We have a unique and beneficial relationship with this boutique on-site law firm. Trying to coordinate meeting times between financial advisors and attorneys often causes delay for the clients. This is a benefit that sets our group ahead of the pack in terms of providing the best and most well-rounded analysis for our clients. To find out more about DG Law, visit their website by clicking here.
We utilize our strategic alliances with experts in the industries of tax, health insurance, Medicare, and social security. We bring in these professionals as our partners to meet with you at our offices or your home and then we work closely with them to ensure your needs are met.