Deb Thocker
CRPC®, NSSA®
Clear Perspectives Financial Planning
Financial Advisor and Director of Operations
Deb Thocker
CRPC®, NSSA®
Clear Perspectives Financial Planning
Financial Advisor and Director of Operations
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Deb Thocker, CRPC®, NSSA®
Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country
Deb Thocker is a Cincinnati, OH fee-only financial advisor serving clients locally and across the country. Clear Perspectives Financial Planning, LLC provides comprehensive and objective financial planning, investment management and income and tax planning to help our clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Deb Thocker is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Deb Thocker joined Clear Perspectives when we started in 2008. She has over 30 years of professional and volunteer project management experience and a degree in Chemical Engineering from Michigan State University. Deb specializes in retirement planning, holding certifications as a Chartered Retirement Planning Counselor and National Social Security Advisor.
Deb lives in Sharonville, and has two grown children.
Clear Perspectives Financial Planning is a group of expert financial advisers centrally located in Cincinnati, Ohio, and serving clients throughout the United States and internationally.
We are fiduciaries and CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® certification includes background checks and a lengthy exam. As fiduciaries, we are committed to place the interests of our clients ahead of our own and we must disclose any possible conflict of interest. That is how we designed our business, and we would never have it any other way. Our clients benefit from total transparency, peace of mind, and high-quality, diversified investments at a low cost.
We want to help you achieve your financial goals. Call us at (513) 469-8400 to talk more or schedule an appointment. Our initial meeting together is free and we will address your most pressing questions.
Comprehensive Financial Planning
We listen attentively to your circumstances and values, and help you craft a plan that is personal to you and your family. We will perform a detailed analysis of all facets of your financial life, including investments, cash flow, debt, and legacy planning; this is known as comprehensive financial planning. We like to refer to the mind map below to review important areas with you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Deb Thocker is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Deb Thocker earned the National Social Security Advisor (NSSA®) CertificateFinancial professionals who have earned the NSSA® certificate can provide comprehensive knowledge of the Social Security program to help clients maximize the usage of their benefits. The certificated is earned using knowledge obtained through the NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education, and access to ongoing support.
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Clear Perspectives Financial Planning is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Deb Thocker
Office Locations:
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10300 Alliance Road
Suite 460
Cincinnati, OH 45242
