Who We Are

Jeffrey L. Hess, CLU, ChFC

Insurance Planning Advisor

Jeff has been involved in advanced insurance planning for over 25 years.  He has experience in both sales and sales management in the financial service industry, banking and independent financial planning markets.

Jeff concentrates his insurance planning practice in the areas of estate planning, business continuation planning and charitable giving.  He has a passion for finding new and creative ideas that can be used to solve complex planning issues.

Jeff has an undergraduate degree from West Chester University and a master’s degree from McDaniel College.  He is also a graduate of The American College having earned the designations of Certified Life Underwriter and Chartered Financial Consultant.  He also holds Series 7, 65, 63, and 26 licenses and well as his licenses in life, health and property and casualty.

Jeff lives in Blue Ash, Ohio with his wife, two daughters and one granddaughter.

Risk Management Services offered through Wealthquest Insurance Advisors, LLC

 



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000