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Pope Financial Planning

4555 Lake Forest Dr.
Suite 650
Cincinnati OH 45242

Email: [email protected]

Phone: 513-202-3485

Financial Planning, Investment, and Insurance Solutions

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Pope Financial Planning is a Black-owned financial planning company that serves company-sponsored 401(k) plans and works with families to create and implement financial plans!

Financial Planning:

Financial planning topics are as follows:

  • Debt Elimination
  • Cash Flow and Spending Plan
  • Risk Management
  • Retirement Planning
  • College Planning

All Pope financial planning clients receive these services:

  • Financial Organization Session
  • Personal Website, powered by Emoney
  • Accountability “Check-ins”
  • Unlimited email and phone communications

Investment and Insurance Options:

  • Risk Management
    • Life Insurance
    • Long-term-care Insurance
    • Disability Insurance
    • Fixed and Indexed Annuities
  • Investment Management
    • Annual Performance Review
    • Annual Risk Tolerance Review
    • Quarterly Statements from Fund Company
    • Financial Education Newsletter
    • Online Investment Account Access and more
  • Investment Advice
    • Actively Managed Investment Portfolio
    • Asset Allocation Recommendations
    • Portfolio Rebalancing
    • Annual Performance Review
    • Annual Risk Tolerance Review
    • Financial Goal Planning
    • Investment Advice
    • Quarterly Investment Statements
    • Financial Education Newsletter and more

About the Owner of Pope Financial Planning:

Black financial planner, Apryl Pope, takes a holistic planning approach and is a passionate teacher at heart. As a former Dave Ramsey SmartVestor Pro and Financial Peace University Coordinator, she is deeply rooted in the concept of building wealth by destroying debt and paying yourself first.

Apryl and her team  work one-on-one with families and business owners to design and implement a personalized plan to pursue their financial goals. As a former high school teacher, Apryl strongly values education and is committed to teaching others about the importance of financial planning and wealth building.

The Voice of Black Cincinnati  is a media company designed to educate, recognize, and create opportunities for African Americans. Want to find local news, events, job posting, scholarships, and a database of local Black-owned businesses? Visit our  homepage, explore other articles,  subscribe to our newsletter,  like our  Facebook  page, join our  Facebook group, and  text VOBC to 513-270-3880.

The Voice of Black Cincinnati is pleased to publish this business listing for Pope Financial Planning, a Black-owned financial planning company.

 

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For more information

Web: https://aprylpope.advisorwebsite.com/

Email: [email protected]

Phone: 513-202-3485

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