• Stay Independent
    At Home
  • Get Help with
    Caregiving
  • Information for
    Service Providers
  • SEARCH
  • Home
  • Programs & Services
    • Overview
    • Home & Community Based Care Options
      • Elderly Services Program
      • PASSPORT
      • Assisted Living Waiver
      • MyCare Ohio
      • Specialized Recovery Services
    • Transitional Care Programs
      • FastTrack Home
    • Divider
    • Senior Farmers Market Nutrition Program
    • Aging & Disability Resource Center
    • Caregiver Support
    • Health & Wellness Programs
      • Aging Mastery Program
    • Nursing Home Pre-Admission Review
    • Other Services
  • Find Resources
    • Search for Resources
    • Document Library
      • Annual Reports
      • Butler County ESP 2019 Annual Report
      • Clinton County ESP 2019 Annual Report
      • Hamilton County ESP 2019 Annual Report
      • Warren County ESP 2019 Annual Report
  • Service Providers
    • Overview
    • PASSPORT & Assisted Living
      • Prospective Provider Information
      • Current PASSPORT Provider Information
    • Elderly Services Program
      • ESP Requests for Proposals
      • Current ESP Provider Information
    • Title III, Senior Community Services & Alzheimer State Funds
      • Title III Requests for Proposals
      • Current Title III Provider Info
    • Care Management & Billing
  • About
    • Overview
    • Careers
      • Open Positions
    • Senior Leadership Team
      • Board & Advisory Councils
    • Employee Profiles
    • Advocacy
    • Funding
      • Tax Levies
    • How to Help
      • Donate
  • News & Events
    • Overview
    • Coronavirus
      • Food Pantry List
      • Dedicated Shopping Hours
      • More Coronavirus Resources
      • Avoiding Coronavirus Scams
      • Weekly COVID-19 Newsletter
      • Resources for Building Managers
    • News
    • Newsletters
      • Join Mailing List
    • Events
      • Own Your Future
      • Forum on Aging
      • Forum on Aging Sponsorship Opportunities
      • Forum on Aging Workshops
    • Public Meetings
  • Contact
    • Overview
    • Make a Referral
    • Contact Form
    • Communication & Media
    • Speakers Bureau
  • SEARCH
  • Home
  • Programs & Services
    • Overview
    • Home & Community Based Care Options
      • Overview
      • Elderly Services
      • PASSPORT
      • Assisted Living Waiver
      • MyCare Ohio
      • Specialized Recovery Services
    • Transitional Care Programs
      • Overview
      • FastTrack Home
      • Community Transitions
      • HOME Choice
    • Senior Farmers Market Nutrition Program
    • Aging & Disability Resource Center
    • Caregiver Support
    • Health & Wellness Programs
      • Aging Mastery Program
    • Nursing Home Pre-Admission Review
    • Other Services
  • Find Resources
    • Search for Resources
    • Document Library
      • Overview
      • Annual Reports
      • Butler County ESP 2019 Annual Report
      • Clinton County ESP 2019 Annual Report
      • Hamilton County ESP 2019 Annual Report
      • Warren County Elderly Services Program 2019 Annual Report
  • Service Providers
    • Overview
    • PASSPORT & Assisted Living
      • Overview
      • Prospective PASSPORT Provider Information
      • Current PASSPORT Provider Information
    • Elderly Services Program
      • Overview
      • ESP Requests for Proposals
      • Current ESP Provider Information
    • Title III, Senior Community Services & Alzheimer State Funds
      • Overview
      • Title III Requests for Proposals
      • Current Title III Provider Info
    • Care Management & Billing
  • About
    • Overview
    • Careers
      • Overview
      • Open Positions
    • Senior Leadership Team
      • Overview
      • Board & Advisory Councils
    • Employee Profiles
      • Overview
      • Stephanie Seyfried
    • Advocacy
    • Funding
      • Overview
      • Tax Levies
    • How to Help
      • Overview
      • Donate
  • News & Events
    • Overview
    • Coronavirus
      • Overview
      • Food Pantry List
      • Dedicated Shopping Hours
      • More Coronavirus Resources
      • Avoiding Coronavirus Scams
      • Weekly COVID-19 Newsletter
      • Resources for Building Managers
    • News
    • Newsletters
      • Overview
      • Join Mailing List
    • Events
      • Overview
      • Own Your Future
      • Forum on Aging
    • Public Meetings
  • Contact
    • Overview
    • Make a Referral
    • Contact Form
    • Communication & Media
    • Speakers Bureau

(513) 721-1025

SEARCH

Search
  1. Home
  2. Resource Directory
  3. Resource Directory Results

Resource Directory Results

Search Resource Directory

– OR –

Search Housing Database

GO


  • Area:
  • All Areas
  • Categories:
  • Home
  • Care Options and Resources
  • Finances and Insurance
  • Financial Planning

How to Print your Search Results

To Print a Single Resource - Click the “Print Resource” link within the resource listing to view a printer-friendly page. When the page opens, right-click within the page and select “Print”.

To Print Multiple Resources - First, select specific resources for your list by checking the “Add to List” box next to each resource. Or, to print all the resources shown on the page, check the “Add All To Print List” box. Next, click “Print List” to generate a printer-friendly PDF document. You can then print the document or save it to your computer.

NOTE: Remember to print your list before you leave this page. Checked items will be lost if you leave this page.


Financial Planning

Resources in this section provide information about finding a reputable financial planner, as well as information about common financial/credit problems and scenarios for seniors. 


Search Results

  • Financial Planners (7)
  • Financial/Credit Problems (7)
  • Reverse Mortgage (1)
  • Tax Preparation and Assistance (18)
Print List

Print Resource

Certified Financial Planner
1425 K Street NW #800
Washington DC 20005
Phone: 202-379-2200
Phone Ext: N/A
mail@cfpboard.org
http://www.letsmakeaplan.org

Area(s) Served:
Nationwide

Contract Provider:

Description:
A Web site that helps you understand the importance of financial planning, provides resources and tips to get started, and helps you find a certified financial planner in your area. 


Print Resource

Spring Grove Family, Family Service Advisor (Susan Nordin)
7952 Jolain Dr
Cincinnati Ohio 45242
Phone: (513)853-4948
Phone Ext: N/A
Snordin@springgrove.org

Area(s) Served:
Hamilton County

Contract Provider:

Description:
Family Service Advisor of Spring Grove Family is a service offer by Susan Nordin for families who need assistance wit preplanning and having a plan in place. She assists families if they need to preplan for Medicaid or just to have a plan in place. N... read more

  • Website Terms of Use & Privacy
  • Links Policy
  • HIPAA
  • Site Map
  • Home52

© 2025 Council on Aging of Southwestern Ohio. 175 Tri County Parkway | Cincinnati, OH 45246 | CMS

(513) 721-1025

DONATE