With over 75 years of industry experience, we provide comprehensive financial planning and advisory services while always placing your financial interests first. Located in Cincinnati, Ohio, we offer personalized, expert strategies for your specific financial needs. We partner with you to make informed, intelligent decisions regarding your financial future.
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Investment and Wealth Management Advisory Services
Building Wealth
Custom discretionary portfolios
Inheritance
What do I do with it?
Custom financial planning session
When Can I retire?
Retirement income planning
Healthcare after retirement
Starting a Family
529s
Education Savings accounts
Custodial accounts /UTMAs or UGMAs
Assistance with
Financial Aid applications
Preparing Children
For Financial Independence
Budgeting
Stock Slices
Planning for the Unknown
Life Insurance
Estate Planning
Building emergency savings
Passing Wealth
To Family
Trusts
Life Insurance
Risk management solutions
Supporting Important Causes
Charitable giving strategies
Socially responsible investing
Efficient Debt Management
Budgeting
Efficient Tax Management
Working with your CPA
Gain/loss harvesting
Business Owners & Succession Planning
Company and individual
retirement plans
Buy/Sell agreement
Life Insurance
Executive
Compensation Strategies
Bonus plans — cash or stock
Restricted stock grants
Stock options
Our Team
Founded in 1980, Future Financial is a family-orientated practice with more than 75 years of
combined experience serving clients. Our specialized training in financial
planning and investment management enables us to provide
personalized advice you can trust.
Denny Marinich
PRESIDENT, PRINCIPAL
VICE PRESIDENT, FOUNDING MEMBER
Debbie Hall
OPERATIONS MANAGER
Lisa Brisbin
CLIENT SERVICES ASSOCIATE
Judy Lenihan
CLIENT SERVICES ASSOCIATE
EDIT TEAM HERE
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MISSION STATEMENT
We provide comprehensive financial planning and advisory services while always placing your financial interests first. This is based on a set of principles that are explicitly focused on our clients and designed to help ensure the success of each client. We apply fundamentally diligent processes that are repeatable and value driven. Our mission is to enrich our clients with attractive investment returns, proactive and strategic advice, decisive action, and a commitment to integrity and excellence.
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