Pope Financial Planning, LLC

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Pope Financial Planning, LLC As a Certified Financial Planner® Professional, I help families design and keep the lifestyle they desire and deserve! Member FINRA/SIPC. finra.org sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Meet the experts for October 21! Whitney Ellison and J. Ellen Keller of Belle Legal will cover probate, trusts, and esta...
10/16/2026

Meet the experts for October 21! Whitney Ellison and J. Ellen Keller of Belle Legal will cover probate, trusts, and estate documents. Apryl will cover the financial side: retirement accounts, beneficiaries, and making sure everything works together.

What question would you want answered? Comment below.

Register Here: https://us02web.zoom.us/webinar/register/WN_7u1geVToSvSVR8mV8D8r2A

10/14/2026

Quick question: if you have a trust, do you know for sure everything is actually in it? 🤔

So many families sign their documents and then life gets busy. Accounts don't get retitled, beneficiaries don't get updated, and the plan doesn't work the way they thought.

Join me and my friends at Belle Legal Cincy, Whitney Ellison and Ellen Keller, for a free lunch-hour webinar on Wednesday, October 21, at noon. Send your question when you register and we'll answer as many as we can live!

Link in the comments. 👇🏽

If something happened to you tomorrow, would your financial and estate plans actually work the way you think?Having the ...
10/12/2026

If something happened to you tomorrow, would your financial and estate plans actually work the way you think?

Having the pieces is not always the same as having a coordinated plan. On Wednesday, October 21, I'm joining Whitney Ellison and Ellen Keller of Belle Legal for a free 45-minute webinar to talk it through.

What Happens If Something Happens to Me? Wednesday, October 21, 12:00 to 12:45 p.m. on Zoom Register: https://us02web.zoom.us/.../reg.../WN_7u1geVToSvSVR8mV8D8r2A

10/08/2026
09/22/2026

From a Hamilton-themed 9th birthday to seeing it on Broadway. ❤️

05/15/2026

# powertopursue

What $100 Invested in 1928 Would Be Worth Today
04/09/2026

What $100 Invested in 1928 Would Be Worth Today

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.But what if the most expensive financial decision isn't a bad choice — it's no choice at all?That's what nearly a century of market data suggests. And the numbers are hard to ar...

11/23/2025

Came for Princeton stayed for

11/15/2025

Address

4555 Lake Forest Drive Suite 650
Cincinnati, OH
45242

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+15132023485

Website

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