Guiding You To Financial Independence

Shuley Stevens Group team photo

 

A LETTER FROM DAVID AND GEOFF

At the Shuley Stevens Group, our goal has always been to help those we meet achieve financial security. There is a certain peace of mind that comes from being financially secure, and we’re here to help you accomplish just that.

  • Building wealth for the future
  • Creating tax efficiencies with your existing plan
  • Designing a Retirement Income Strategy
  • Or even just hearing new ideas
 

We can help! Our team has been intentionally built to support families for generations to come. Our commitment to you is to be at the center of your financial life and be the resource you can trust throughout the moments that matter most.

Are you ready to take the first step? Let’s talk.

Please contact Chloe Ford (513.366.3693 or chloe.ford@nm.com) and she will arrange an initial conversation with us.

We look forward to getting to know you!

David Shuley Signature

David Shuley, CFP®, CLU®
Wealth Management Advisor
The Shuley Stevens Group

Geoff Stevens Signature

Geoff Stevens, CFP®, MBA
Financial Advisor
The Shuley Stevens Group