Vice President / Wealth Advisor
 

 RJ Beucler

 

rjbeucler@ifnmidwest.com
T: 513-794-5061
F: 513-794-1096

“My passion as a financial professional is empowering people to make good financial decisions that are critical for the well-being of their financial futures. Acting as a financial coach, I advocate for my clients and help guide them through the macro-economic philosophies that need to be considered in their planning to be able to help them reach their full potential.”

Rj has been in practice as a Financial Coach since 2008 and has been Vice President of Integrated Financial Network since 2015. Prior to serving his clients in his current role as a Financial Adviser, he served the adolescents and parents of Colerain High School as a high school mathematics teacher and basketball coach. The passion and desire he had to make a difference in peoples’ lives through transferring information and education to his students, is the passion that set the core of the client process he uses today as a financial coach.

Professional Services
– Strategic Financial Planning/Coaching**
– Retirement Income Planning Strategies
– Life Insurance Planning
– Disability Insurance Planning
– Tax Favored Wealth Accumulation Strategies*
– Business Insurance Planning
– Qualified Retirement Plans
– Investment Advisory Services
– Fee-for-Plan Services

Education
– Taylor University
B.S., Mathematics Education
– American College
Currently enrolled, pursuing Chartered Financial Consultant Designation

Civic and Charitable Affiliations
-Member of Church on Fire Ministries

Highlights and Recognitions
-ONFS Executive Council (2016)
-ONFS Council of Honor (multiple time qualifier)
-ONFS Wall of Fame (multiple time qualifier)
-Jackson National Stars Club Adviser (multiple time qualifier)
-Integrated Financial Network “Leadership Team” Award Winner
-Integrated Financial Network “Compass” Award Winner
-Integrated Financial Network Life Insurance Premium leader (multiple years)
-Integrated Financial Network Advisor of the Year (2015)

Professional Organizations
-Million Dollar Round Table (multiple time qualifier)
-National Association Insurance Financial Advisors
-Society of Financial Services Professional
-Agents Advisory Council Election 2015 (ONFS)

Family
He, his beautiful wife Ashley, and their children reside in Harrison, Ohio.

Hobbies
RJ enjoys playing basketball, staying fit by exercising, and golfing. He also loves being able to coach his children’s sports team.

 

Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way, Cincinnati, OH 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company. Securities licensed in FL, IN, KY, MI, NJ, OH & WA. Insurance licensed in IN, KY, MI, MO, OH and PA.
* Tax and/or legal advice is not offered by RJ Beucler.
(consult your tax professional for additional guidance regarding tax-related matters)
** Estate planning services provided in conjunction with your licensed legal advisor.