Team At Jeffrey D. Stewart & Co., CPA’s and Lifetime Wealth Management, LLC, we believe in our teamwork approach. This adds a broader perspective to all we do, and provides increased benefits to our clients.We can help you address:Tax preparation needsTax planning ideasInvesting principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Am I having enough tax withheld?Am I taking the right deductions?Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Jeffrey D. Stewart, CPA/PFS, CFP® (513) 573-9600 (513) 573-9630 firstname.lastname@example.org Jeffrey D. Stewart, CPA/PFS, CFP® holds a degree of Bachelor of Business Administration from the University of Cincinnati. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and a Certified Financial Planner... Read more Molly E. Myers, CLU (513) 573-9600 (513) 573-9630 email@example.com Molly E. Myers, CLU holds a degree of Bachelor of Arts from Xavier University. She is a Chartered Life Underwriter (CLU) and has expertise in the areas of insurance and financial services. Read more Maureen T. Stewart (513) 573-9600 (513) 573-9630 firstname.lastname@example.org Maureen T. Stewart has been an Advanced Certified QuickBooks Advisor since 1999. In addition, she has over 25 years of expertise in the areas of taxation and accounting. Read more Michael B. Stewart (513) 573-9600 (513) 573-9630 email@example.com Michael B. Stewart holds degrees of Bachelor of Science in Business Administration from St. Louis University, and a Master of Science in Accounting from the University of Cincinnati. His expertise is in the area of taxation. Read more Have a Question? Name Email Question Thank you! Oops!