Financial Counseling, INC.

Financial Counseling, Inc. manages investment portfolios and provides personalized financial advice for individuals, families, businesses, trusts, and charitable organizations. Founded in 1975 and based in Springboro, Ohio, Financial Counseling, Inc. offers two main investment management strategies: Strategic Asset Allocation and Tactical Asset Allocation. Services include retirement planning, college funding, asset allocation, investment selection, and employee benefits analysis. Financial Counseling, Inc. acts as a registered investment advisor legally required to act in your best interest. Clients can choose between discretionary portfolio management, where trades are made without prior approval, or non-discretionary services. The firm also offers financial planning on an hourly or project basis for clients seeking in-depth analysis.