Chris Carleton (@Chris_Carleton) profile picture

I'm an advocate for your future self. I help my clients balance today's wants with the financial freedom they desire.

Cincinnati, Ohio
Joined April 2009
Photo by Chris Carleton (@Chris_Carleton)
The Truepoint Way | Articles | Cincy Magazine lnkd.in/e7qiKAR
You should always be ready to expect the unexpected when it comes to investing. lnkd.in/exWfvY5
Will individual investors follow the path of institutional money managers? lnkd.in/ex4D2xv
Do you know when you need to enroll for Medicare? lnkd.in/ePE3KrS
truepoint_tax_position_social_ads_9_23_16_linkedin.jpg lnkd.in/eG_pcbd
I'm sure most people will find a few of their bad habits on this list! lnkd.in/eC9WWgG
truepoint_tax_position_social_ads_9_23_16_linkedin.jpg lnkd.in/eG_pcbd
Proud to be working for a financial services company that values women as leaders. t.ted.com/R9Zr6nu
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Harsh Lessons That Will Make You More Successful lnkd.in/eGF5UUt
Do you take advantage of market downturns with tax loss harvesting? lnkd.in/eUvr9Cb
Are you being intentional about your family's legacy? lnkd.in/efz4S9K
$41 million more reasons for Akron and the state of Ohio to love LeBron! lnkd.in/eu_Cnqz
GDP is only one measure of our nation's economic health. lnkd.in/egHrqww
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Viewpoint: Lifelong Financial Learning for Kids lnkd.in/efQjN3W
With the headlines about the nominating conventions, here's an interesting perspective from Truepoint's Chris Meyer. lnkd.in/egPi48w