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    Robert D. Elrod

    CLTC, LUTCF®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Robert

    Business Philosophy

    My goal is to provide families and business owners with assistance in building their financial freedom. I will work closely with clients to help ensure that the financial products and services that I provide match their needs, priorities and changing financial situations.

    I can help you fill any shortfalls or deficits you may have using a wide array of products and services. My goal is to provide exemplary service to help meet your financial goals and objectives.

    Professional Products & Services

    Personal & Family Needs

    • Investments
    • Personal Life Insurance
    • Estate Conservation Strategies
    • Wealth Accumulation Strategies
    • Disability Income Insurance
    • Long Term Care Insurance
    • Retirement Funding Strategies
    • College Funding Strategies

    Business Needs

    • Small Business Consultation
    • Employee Benefits (401k) etc.
    • Buy Sell Agreements & Key Person Insurance
    • Executive Bonus Plans
    • Qualified & Non-Qualified Retirements
    • Group Life Insurance

    Qualifications

    • Licensed to sell Life & Health Insurance in Indiana, Kentucky, and Ohio
    • Registered to sell Securities Products in Ohio

    Personal

    • Lifelong resident of Cincinnati
    • Family: Julie - wife, Maria - daughter, John & Joe - sons
    • Hobbies include: attending car shows, fishing, bicycling and hiking

     

     

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Robert D. Elrod LUTCF®, CLTC is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Indiana, Kentucky, Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Ohio

    Robert D. Elrod LUTCF®, CLTC, West Chester, OH

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