Our Team

 Gary Williams CFP® CRPC®

Gary L Williams began his career as a financial professional in 1988 with a clear vision of the practice he wanted to create. His commitment was two-fold. First and foremost, the practice would offer its services on a fee-based platform thereby minimizing the inherent conflicts of interest related to commission-based selling. Second, but equally important, it would be committed to the premise that each client is unique and special – and that each would receive the same level of attention and service excellence.

Over time, Gary has developed a uniquely customized approach for each client’s planning needs, objectives and goals. “I see my role as more than just providing financial advice and services,” says Gary. “I’m really a life coach that specializes in money.” He strives to help people make smart choices today that will lead to a better quality of life in the future. This involves a dual focus. First, he helps them envision their ideal future. Then, he helps them manage their resources to support their vision. “We are building a plan based on your core values, not how much has accrued in the 401(k) plan.”

His strong educational credentials and years of experience enable him to provide objective advice and serve his clients as their trusted advisor. He successfully completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the Certified Financial Planner Board of Standards, Inc. This requires a two-year course of study with comprehensive exams. It also mandates adherence to a strict set of standards and ethics, continuing education in the field and a fiduciary commitment to clients. To advance his knowledge of retirement planning, he completed the Chartered Retirement Planning Counselor program and the National Social Security Advisor program.

Gary and his family have been residents of Northern Kentucky for over 30 years. He devotes his free time to his family.

 

 




Our Brain Trust

We have a very select group of professionals that collaborate with us, making sure that all your needs are met

Charles D Vaughan CFP®

President, Chief Retirement and Investment Strategist of THE RETIREMENT SOURCE®

Charlie has worked in financial services for over 50 years. He developed a comprehensive retirement planning approach known as the S-T-A- R-S System for Retirement Success™. He also wrote a booklet entitled Your Family Legacy: Personal Values-Based Estate Planning. His credentials include:
Certified Fund Specialist (CFS)
Chartered Retirement Planning Counselor (CRPC)
Accredited Asset Management Specialist (AAMS)
Accredited Wealth Management Advisor (AWMA)

Email: cdvaughan@crownmail.net

Phone: 513-791-8899

Keith Bookbinder

President and Chief Investment Strategist of Harbour Financial Group, Inc

Keith has worked in financial services since 1981.

Email: kbookbinder@crownmail.net

Phone: 513-891-4060

Mark Srofe, CFP®

Financial Advisor with THE RETIREMENT SOURCE®

Mark specializes in 401k plans and Annuities. His credentials include:
Chartered Retirement Plan Specialist (CRPC)
Accredited Investment Fiduciary (AIF®)

Email: msrofe@crownmail.net

Phone: 513-791-8899


“I not only use all the brains that I have,
but all I can borrow.”

― Woodrow Wilson

Marc Kiner CPA

President, Premier Social Security Consulting

Board Member - National Social Security Association
Marc has 30 years experience in public accounting. His primary areas of service are to privately held businesses and individuals. He consults with clients on a variety of complex tax and business issues.

Email: mkiner@mypremierplan.com

Phone: 800-518-0761

Jim Blair

Lead Consultant - Premier Social Security Consulting

A former Social Security Administrator with over 35 years experience in helping individuals manage their Social Security benefits, and taking claims for retirement, survivors, disability and health insurance.

Phone: 513-351-5707

Marisa O'Neill

Business Developer, MB Senior Solutions

Marisa assists individuals with their Medicare plan selection. At MBSS, we are experts in Medicare who work individually with Medicare-eligible seniors to help them find the right health care coverage based on their needs.

Email: mmackos@mbseniorsolutions.com

Phone: 513.489.0460