“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 @ All Church in Blue Ash

Highlights and Recognitions

• ONFS Executive Council (2016, 2018)
• ONFS Council of Honor (2012, 2014, 2016, 2018, 2020)
• 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, 2019)

Professional Organizations

• Court of the Table Qualifier (2016, 2017, 2018, 2019, 2020)
• Million Dollar Round Table (2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021)
• 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 Cincinnati, Ohio.

Hobbies

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

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