About Us

Annette Kitchen

Financial Consultant
Phone: 513-223-5286

RESOURCEFUL, RESILIENT, RESPONSIVE

I am dedicated to helping individuals and business owners build and protect their financial future.  To do it right takes planning and commitment.  Together, we map out your priorities and establish framework to meet your goals.  I often say “I have the best career in the world."  Where else can I spend face-to-face time with individuals and make as big an impact on their future?

My clients’ needs range from a singular account to comprehensive financial planning, leading to planning for the entire family.

Through an “open architecture” of solutions available through Equitable Advisors, Equitable Network, and LPL Financial, my clients have access to hundreds of companies and affiliates who are leaders in the financial industry.  This diversification and expansive network gives me a broad depth of strategies to provide to you . . . putting us both on the SAME side of the table working to meet your goals!

STRATEGIES SUCH AS:


  • Traditional IRA, ROTH IRA, SEP, Simple
  • Mutual Funds
  • Managed Accounts (fee based)
  • Investment Advisory Programs
  • 401k, 403b, 457, 412(i), 529 Plans
  • Investment Accounts
  • Pension & Profit Sharing (all group sizes)
  • Fixed Income Investments/Annuities
  • Health, DI & Long-Term Care Insurance
  • Business/Salary Continuation Plans
  • Executive Bonus Plans/Buy Sell Agreements
  • Life Insurance



PERSONAL


Prior to my financial career, I gained valuable corporate experience and training through P&G, GE and United Healthcare.


I am the proud mother of twin sons, one graduated from The Ohio State University and the other honorable served our country after attending Ohio University.


 My hobbies include hiking, backpacking, sailing, gardening, football, cycling, real estate, and volunteering.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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