Mutual Funds* and Annuities

Whether you are just beginning your investments or are ready to ROLL OVER existing assets for retirement, we can help you custom design a portfolio that will meet your investment goals. Looking for a 401-K Plan an IRA , Roth IRA, maybe saving for a child or grandchild’s education  or just want to invest your assets on an individual basis, we can custom design a program to meet all of your needs. Not interested in market risk?  We have a complete line of top quality Annuity carriers ready to meet any of your investment requirements.

Watch “Jerry’s Story” for a strategy to protect your retirement income against potential volatility in the markets.
               Click the link to watch a short video and then call me with questions?513-791-8488

* Timothy J Boone is a registered representative of and offers securities through Lincoln Financial Securities Corporation. Member SIPC. Lincoln Financial Securities is a member of the Lincoln Financial Group which is the marketing name for Lincoln National Corporation and its affiliates.Investment & Advisory Services offered through representatives of Lincoln Financial Securities member SPIC.  Investments offered to residents of CA, IN, KY, Oh.  Advisory services offered to residents of Ohio.T J Boone Insurance/Financial Services is not affiliated with Lincoln Financial Securities.