About us

Southern Ohio Retirement Group is dedicated to assisting Seniors in safely growing their money, maximizing retirement income, and leaving behind a lasting legacy.


medicare.jpg

Protection

Choosing the wrong Medicare health plan can cost Seniors thousands of dollars in out-of-pocket medical costs.  We offer Medicare Supplement and Medicare Advantage plans from the nation's top insurance companies, and we'll help you pick the right plan for you.

graph.jpg

Safety

Our safe-money strategies help seniors protect and grow their retirement assets with zero risk of loss due to stock market declines.  We can show you how to maximize your retirement income and turn your retirement accounts into income that you cannot outlive.

legacy.jpg

Legacy

We offer Final Expense planning, funeral trusts, and tax-free wealth transfer plans with Long-Term Care benefits.  You worked hard your entire life, so our goal is to help you maximize your legacy so you can leave behind the safety and security that your loved ones deserve.

How We Can Help You

Today, many Americans struggle with the financial aspect of retirement planning.  At Southern Ohio Retirement Group, our commitment is to help you build a retirement road map so that you have a safe, secure and prosperous retirement.  We will meet with you, listen to your retirement planning objectives, and help you determine which insurance and retirement solutions would work best to help you achieve your goals.

SERVICES

Medicare Plans

Having a solid Medicare health plan is a vital part of a secure retirement.  Don't let unexpected medical costs derail your retirement plan.  Let us walk you through the Medicare maze and help you choose the best plan for you.

Annuities

A Fixed Index Annuity is a key component of a balanced retirement portfolio that offers growth potential with no risk of market loss.  FIAs are a great option for people who want the potential for lifetime income and protection from market declines.

Final Expense Plans

Final Expense planning helps ease the burden placed on a family when a loved one passes away.  We offer affordable whole life plans that can be used to pay for a funeral, burial or cremation, and other final expenses.

Funeral Trusts

We offer a unique mix of products that will pay for funerals, help protect your assets and/or transfer assets to the loved ones and charities you value most through an irrevocable trust.

Legacy Planning

Life insurance is an incredibly powerful financial tool that offers the ability to immediately increase the value of your estate, transfer wealth to heirs income tax-free while avoiding probate, all while offering liquidity to cover expenses in your later years.

Retirement Income

If you are confused by retirement income planning, we can help!  We will show you how to maximize your Social Security benefits and convert your retirement accounts into monthly income that you cannot outlive through annuities and other safe-money strategies.

Educational Workshops

Southern Ohio Retirement Group regularly hosts free, educational retirement planning and Medicare workshops in Cincinnati and the surrounding communities.  Our goal is to educate consumers on Medicare and the latest strategies for a secure retirement.


UPCOMING DINNER WORKSHOPS:

Financial Seminar:

Wednesday, April 24th @ 6pm

Red Lobster

616 Ohio Pike

Cincinnati, OH  45245


Financial Seminar:

Tuesday, April 30th @ 6pm

Red Lobster

616 Ohio Pike

Cincinnati, OH  45245


Financial Seminar

Thursday, May 2nd @ 6pm

Outback Steakhouse

7731 Five Mile Rd

Cincinnati, OH  45230


Financial Seminar

Tuesday, May 7th @ 6pm

Outback Steakhouse

7731 Five Mile Rd

Cincinnati, OH  45230


New to Medicare Seminar:

Tuesday, May 14th @ 6pm

Country Inn

290 Brooks-Malott Rd

Mt. Orab, OH  45154


New to Medicare Seminar:

Wednesday, May 15th @ 6pm

Olive Garden

475 Ohio Pike

Cincinnati, OH  45255


New to Medicare Seminar:

Thursday, May 16th @ 6pm

Olive Garden

475 Ohio Pike

Cincinnati, OH  45255


Contact Us

To schedule your free consultation, please give us a call at 1-800-351-1396 or send us a message below!  We look forward to working with you!

Pages

Home

About

Services

Workshops

Contact

Contact info

Southern Ohio Retirement Group, LLC

1000 Ohio Pike  Suite 2

Cincinnati, OH  45245

Tel | +1-800-351-1396

sorg_insurance@live.com

8:00 AM - 5:00 PM

bbbA+.png

WE do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.