Experienced Investment Management & Retirement Planning

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Featured Services

Individual Retirement Planning

We work with you to determine your individual goals and income needs. We then help you create a personalized financial plan, implement those strategies and monitor your progress.

Investment Management

We rely on our decades of experience combined with a proprietary process for screening money managers developed by Fi360 (a recognized global leader in the Fiduciary Investment process) to manage your portfolio. We develop an asset allocation model for your individual risk tolerance and investment objectives.

401(k)/403(b) Plan Advice & Management

We work with you on an individual basis to provide knowledgeable, detailed, unbiased advice on your 401(k)/403(b) plan. We assist you in determining your risk tolerance and appropriate asset allocation. We continue to provide ongoing advice and management of your account and monitor your progress.

Why Bosch Financial?

  • We are proud to be a part of Independent Financial Partners, with $2.7 Billion of assets under management and another $26.7 Billion of Retirement Plan assets we serve in a consulting capacity
  • As a part of Independent Financial Partners, we are proud to be named a “Top 50 Wealth Manager” by Forbes (based on total assets under management from March 31, 2011, to March 31, 2013)
  • Our advisors are knowledgeable and experienced SEC Registered Investment Advisor representatives
  • Bosch Financial has been a part of your Northern Kentucky/Greater Cincinnati community for over 37 years

About Bosch Financial

We are a team of experienced advisors who work with clients on an individual basis to discover personal goals and objectives in order to successfully implement prudent investment strategies. We strive to provide our clients with exceptional customer service and knowledgeable, unbiased advice.

7620 Dixie Highway
Florence KY, 41042
Phone: 859-746-9110


Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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