Phyllis Titko has more than 20 years of experience as a retirement advisor. She guides her clients through the next stage of their lives by listening, offering clear plans, and coaching them so that their retirement income will be there when they need it. She also serves a younger generation with wise investment and insurance policies, as health insurance agencies now produce policies for individuals age one month to 85 years.
Our team works with accountants, attorneys, and tax advisors to create an individual plan. We provide the information and tools to help young and old clients alike make the best decision for retirement and insurance options.
And We Give Back . . .
Phyllis has counseled companies and local directors of the Veterans Administration. She has worked with school districts, providing knowledgeable advice for employers and employees on the benefits of retirement planning and health insurance options.
As a senior herself, Phyllis has direct experience with and vast knowledge of retirement planning and health care options, including Medicare Supplement choices.
Phyllis is a confirmed, lifetime advocate for victims of domestic violence acting through crisis intervention. She serves on the Disaster Action Team for the American Red Cross and is an avid runner, having completed races for charity, most recently for the Big Brothers Big Sisters of Greater Cincinnati.
Phyllis is available for consultations and speaking engagements in Ohio, Indiana, Kentucky, and Tennessee.
Partnering With These Professionals
- Disability Insurance Provider
- Life Insurance, Whole, Term, or Hybrid
- Financial Advisor
Contact Phyllis Titko & Associates today for more information.