Carnegie Investment Counsel Blog

Heidi Rose

Heidi Rose serves as a Financial Planner in the firm’s Cincinnati office. Heidi helps clients identify and achieve their financial goals through financial planning in the areas of retirement planning, investment evaluation, tax planning, estate planning and insurance. Heidi plays an integral part in managing client portfolios specific to the clients’ needs and desires.

Retirement Readiness: Do You Have These 20 Key Components of a Strong Financial Plan?

Posted by Heidi Rose on May 28, 2020 11:00:00 AM

Financial planning encompasses a wide range of topics. Here is a preview of the easy 20 questions to find out your retirement readiness score. Take the full quiz, to get a handy printable list of tips you can use today.

Topics: Financial Planning

Considering a Female Financial Advisor? Here Are 3 Ways to Find the Perfect Fit for You

Posted by Heidi Rose on Feb 11, 2020 12:00:00 PM

How to choose the best financial advisor for you

Looking for a female financial advisor? At Carnegie Investment Counsel, we asked three of our female financial advisors for tips about how to find the best investment advisor for you. They emphasized that team members at Carnegie, male or female, focus on providing a customized and hands-on approach to services from financial planning to portfolio management. The point is to assess any advisor for the best fit when choosing a long-term financial partner.

Topics: Financial Planning, Investment Management

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Carnegie Investment Counsel (“Carnegie”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. The information herein was obtained from various sources. Although Carnegie deems the information to be reliable as of the date indicated (or of publication), Carnegie does not guarantee the accuracy or completeness of such information provided by third parties. This is prepared for informational purposes only and is not a solicitation. Neither the information nor any opinion is to be construed as personalized investment, tax, or legal advice. The opinions presented are subject to change without notice in reaction to shifting market conditions. Past performance is not a guarantee of future results. For more information, please visit our full disclosures page.