Skip to main content
Tri-State Financial Group
Tri-State Financial Group
  • Home
  • About Us
    • Our Mission Statement
    • Our People
    • Our Location
    • Our Services
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Long-Term Care Insurance
    • Life Insurance
    • 401(k) Information Request
  • Contact Us
  • Client Login
    • Wealthscape
    • eMoney

Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

  • 513-985-0320 / 513-985-0240

Fax:

  • 513-985-0325

E-mail:

  • Michael.George@LFG.com
  • Michelle.Metzger@LFG.com
  • Michael.Metzger@LFG.com
  • Rhonda.Matarese@LFG.com
  • Angie.Hospodar@LFG.com
  • Andrea.Todd@LFG.com
  • Facebook Icon

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

 

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
More Videos »

Newsletters

  • Corporate Debt: Are Juicier Yields Worth the Extra Risk?

    This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.

  • How Well Do You Understand Retirement Plan Rules?

    From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

  • Gift vs. Inheritance: Consider the Tax Difference

    When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

More Newsletters »

Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Lease Payment

    How much would your monthly lease payment be?

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators »

This website is for educational or informational purposes. It is not intended as investment, legal, retirement or tax advice. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.

 

Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Tri-State Financial Group is a marketing name for Registered Representatives of Lincoln Fiinancial Advisors, Corp.  Not all Registered Representatives with our firm are able to offer advisory services.

 

We are securities licensed in the following states. If your ar a legal resident of one of these states, please proceed. Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Jersey, New York, North Carolina, Ohio,Pennsylvania, Rhode Island, Sourh Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wyoming.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. 

Michael George CA license #0J20482

Michelle Metzger CA license #0D42620

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-3451087-021221

 

 

  • Site Map