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McCluskey Insurance Services, LLC

9162 Union Cemetery
Cincinnati, OH 45249

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Financial Planning

Financial advice tailored to you.

Growing your wealth requires a carefully crafted financial plan that’s tailored to you and your goals. Kathy Laverde, a preferred financial planning partner of McClusky Insurance has the resources and tools to provide you personalized advice based on factors such as your unique goals, investment time horizon, and risk tolerance. Ready to see how financial planning could benefit you? Schedule a complementary initial consultation today.

Schedule a consultation

Fidant Wealth Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC

Kathy Laverde

Kathy Laverde

Private Wealth Advisor

What kind of advice will I get from a financial advisor?

Finacial Advisor Group Image

It varies by individual. Some people are looking for big-picture advice involving all aspects of their financial life. Others may only need advice in a specific area of their finances or goals. Comprehensive advice may include:

  • Cash flow and budgets
  • Education savings
  • Major purchase goals
  • Retirement savings
  • Protection needs
  • Small business planning strategies
  • Tax strategies
  • Estate and multigenerational planning strategies

About Kathy Laverde

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

1:1 financial advice based on your goals and needs.

Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

Regular meetings to review your goals, progress and investments.

Anytime access to your investments and digital tools to help you stay on track.

Take the first step in learning more about financial planning and wealth management services by scheduling a complimentary initial consultation today.

Schedule a consultation

The referring professional is not a client of Ameriprise Financial and receives cash payment(s) if you open an Ameriprise Financial account. These payment(s) are an incentive to refer you to Ameriprise and creates a conflict of interest. In addition, the referring professional also has a personal or business relationship with the Ameriprise advisor.

The referring professional has a partnership with Ameriprise Financial and this advisor and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial services. The referring professional can earn a one-time fixed referral fee of up to $500. Payment for referrals present a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a referral payment.

Ameriprise Financial is not affiliated with McClusky Insurance

McClusky Insurance is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

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