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Mellott & Mellott develops unique long-term client relationships, applying
the highest level of personalized service to every aspect of your financial affairs.
Tax Management
- Analysis of individual's specific situation, facts and circumstances
- Recommendations that will reduce taxes due both currently and in the long
term
Retirement Planning
- Strategic financial planning tailored to your lifestyle and specific needs
- Professional guidance regarding the preservation of family interest
- Analysis of retirement planning assets, and how best to take yearly
distributions
- Tax minimization
Wealth Transfer
- Wealth transfer issues expertly addressed to minimize estate taxes and
maximize assets available to future generations
- Possible recommendations include Personal Residence Trusts, Charitable Remainder Trusts etc.
- Request for Information
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312 Elm Street
Suite 1250
Cincinnati, OH 45202-2749
For accounting software, and information systems expertise please visit Information Technologies Group, Ltd. at:
www.itgltd.com/itgsite/index.html
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