
“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)