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Lessons from Leo – Month 2 Today, Leo turns 2 months old. In just 60 days, he’s already faced more challenges than most do in a lifetime. Nearly 9…
Lessons from Leo – Month 2 Today, Leo turns 2 months old. In just 60 days, he’s already faced more challenges than most do in a lifetime. Nearly 9…
Liked by Eric Toepfer, CFP®
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🚨 April Newsletter is Here! 🚨 Here’s a quick snapshot: 📉 Diversifying Beyond the Stock Market 💰 Smart Retirement Income Planning 💸 7…
🚨 April Newsletter is Here! 🚨 Here’s a quick snapshot: 📉 Diversifying Beyond the Stock Market 💰 Smart Retirement Income Planning 💸 7…
Liked by Eric Toepfer, CFP®
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Just helped a new client save around $300/year on his insurance. That’s not just a better policy—it’s real money back in his pocket. To put it in…
Just helped a new client save around $300/year on his insurance. That’s not just a better policy—it’s real money back in his pocket. To put it in…
Liked by Eric Toepfer, CFP®
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Incline Wealth Advisors, LLC
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BNI
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Paychex acquired Paycor today... and they did the unthinkable. Paychex is taking every client and prospect <100 employees from Paycor. Paycor built…
Paychex acquired Paycor today... and they did the unthinkable. Paychex is taking every client and prospect <100 employees from Paycor. Paycor built…
Liked by Eric Toepfer, CFP®
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I want to make sure I memorialize the extraordinary beginnings of Vivify that we are in right now. Claire Gallant, CPA, CFP® and I could not be…
I want to make sure I memorialize the extraordinary beginnings of Vivify that we are in right now. Claire Gallant, CPA, CFP® and I could not be…
Liked by Eric Toepfer, CFP®
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My wife and I had a wonderful time at the Annual UpSpring Benefit Bash this past Saturday at Great American Ball Park. It was an inspiring evening…
My wife and I had a wonderful time at the Annual UpSpring Benefit Bash this past Saturday at Great American Ball Park. It was an inspiring evening…
Liked by Eric Toepfer, CFP®
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The sudden loss of a key team member can have devastating effects on a business, and without proper planning, business owners face the risk of having…
The sudden loss of a key team member can have devastating effects on a business, and without proper planning, business owners face the risk of having…
Liked by Eric Toepfer, CFP®
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I am grateful to have been recognized as one of the two Sales Consultants nationwide named “Rising Star of the Year” at our Annual National Meeting…
I am grateful to have been recognized as one of the two Sales Consultants nationwide named “Rising Star of the Year” at our Annual National Meeting…
Liked by Eric Toepfer, CFP®
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5am. My phone buzzed. A client’s restaurant had just been hit by a vehicle that veered off the road. He wasn’t in town. This business is his…
5am. My phone buzzed. A client’s restaurant had just been hit by a vehicle that veered off the road. He wasn’t in town. This business is his…
Liked by Eric Toepfer, CFP®
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🏟️ Bengals Lease Talks Heat Up! Will the Bengals Stay Roaring in Cincy? 🐅🏟️ 1️⃣ Hamilton County is finalizing a new lease term sheet for Paycor…
🏟️ Bengals Lease Talks Heat Up! Will the Bengals Stay Roaring in Cincy? 🐅🏟️ 1️⃣ Hamilton County is finalizing a new lease term sheet for Paycor…
Liked by Eric Toepfer, CFP®
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How Western & Southern advanced city's largest office conversion >> bit.ly/4cHale9
How Western & Southern advanced city's largest office conversion >> bit.ly/4cHale9
Liked by Eric Toepfer, CFP®
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Looking to build a stronger financial foundation but not sure which steps to take first? We’ve got you covered. Our Smart Money Checklist walks you…
Looking to build a stronger financial foundation but not sure which steps to take first? We’ve got you covered. Our Smart Money Checklist walks you…
Liked by Eric Toepfer, CFP®
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What does your building say about your Brand? Is it inviting, or does it need refreshed? Below is a project we completed last fall in Wilmington…
What does your building say about your Brand? Is it inviting, or does it need refreshed? Below is a project we completed last fall in Wilmington…
Liked by Eric Toepfer, CFP®
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A recent building refresh we completed this past week. We love the updated and Vibrant Orange!
A recent building refresh we completed this past week. We love the updated and Vibrant Orange!
Liked by Eric Toepfer, CFP®
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Perhaps no white collar professional is more called upon by American families than dentists and dental hygienists, who are visited more often than…
Perhaps no white collar professional is more called upon by American families than dentists and dental hygienists, who are visited more often than…
Liked by Eric Toepfer, CFP®
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I'm truly honored to receive the Distinguished Service Award from AAIM Alliance for Academic Internal Medicine and AIM Administrators of Internal…
I'm truly honored to receive the Distinguished Service Award from AAIM Alliance for Academic Internal Medicine and AIM Administrators of Internal…
Liked by Eric Toepfer, CFP®
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