Can I schedule a personal appointment with someone in the firm? Are the planners accepting new clients?
Haire Bohmer and all of the planners pride themselves on the personal service they provide to their clients. In order to maintain that personal service, the firm accepts only a limited number of new clients each year. It is not the amount of money that a prospective client has to invest that determines whether or not they become a client, it all depends on their needs. Perhaps you would be better served by a CPA or an advisor specializing in debt counseling. Perhaps you are in your mid-30’s and you want to work with a professional closer to your own age, or maybe you need a more mature advisor to work with your parents. Haire Bohmer can help guide you in the right direction. There is no cost for an initial consultation, which can be done by phone or in the office. Contact Haire Bohmer by email at david.haire@lpl.com, or call the office, at (513) 942-9700. Be as specific as possible regarding what you need. Haire Bohmer’s mission is to help people reach their goals and fulfill their dre
