RJ Beucler, ChFC®

RJ Beucler, ChFC®

Wealth Advisor

“My passion as a financial professional is empowering people to make well thought-out and integrated decisions that are critical for the well-being of their financial futures. Acting as a financial coach, I advocate for my clients and guide them through the macro-economic philosophies that need to be considered in their planning to help them reach their full potential.”

Rj has been in practice as a Financial Coach since 2008 and served as Vice President of Integrated Financial Network from 2015-2018 before choosing to focus solely on client relationships. Prior to serving his clients in his current role as a Financial Advisor, he served the adolescents and parents of Colerain High School as a high school mathematics teacher and basketball coach. The passion and desire he had to make a difference in students' lives through transferring information and education is the passion that set the core of the client process he uses today as a financial coach.

Professional Services

  • Strategic Financial Planning/Coaching
  • Retirement Income Planning Strategies
  • Life Insurance Planning
  • Disability Insurance Planning
  • Tax Favored Wealth Accumulation Strategies*
  • Business Insurance Planning
  • Qualified Retirement Plans
  • Investment Advisory Services
  • Fee-for-Plan Services

Education

  • Taylor University
    B.S., Mathematics Education
  • American College
    Chartered Financial Consultant Designation

Civic and Charitable Affiliations

  • Member of Church on Fire Ministries

Highlights and Recognitions

  • ONFS Executive Council (2016, 2018)
  • ONFS Council of Honor (2012, 2014, 2016, 2018))
  • ONFS Wall of Fame (2010, 2013, 2014, 2015, 2016, 2017))
  • ONFS Inner Circle (2017, 2018)
  • Jackson National Stars Club Advisor (2013, 2015)
  • Integrated Financial Network “Leadership Team” Award Winner
  • Integrated Financial Network “Compass” Award Winner (2011, 2013)
  • Integrated Financial Network Life Insurance Premium leader (2014, 2015, 2016, 2017, 2018)
  • Integrated Financial Network Advisor of the Year (2015, 2016, 2017, 2018)

Professional Organizations

  • Court of the Table Qualifier (2016, 2017, 2018)
  • Million Dollar Round Table (2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018)
  • National Association Insurance Financial Advisors
  • Society of Financial Services Professional
  • ONFS Field Advisory Board Member 2015
  • ONFS Agents Advisory Council Election 2017
  • ONFS Agents Advisory Council Chair 2018 

Family
He, his wife Ashley, and their 3 children reside in Mason, Ohio.

Hobbies

  • Playing golf
  • Exercising 
  • Skiing 
  • Coaching children 
  • Traveling 

Securities offered through The O.N. Equity Sales  Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794.  Investment Advisory services offered through O.N. Investment Management Company.

* Tax and/or legal advice is not offered by RJ Beucler.
(consult your tax professional for additional guidance regarding tax-related matters)

 

For more information, visit RJ's personal website http://rjbeuclerfinancial.com

Phone 513-794-5061
Fax 513-794-1096