Financial Planning for Procter & Gamble Employees | Cincinnati-Based Wealth Management Team
All advisory services are offered through Savvy Advisors.
For information, visit beyondwealth-partners.com
08/27/2026
When do I enroll in Medicare?
What will it cost?
Are my premiums impacted by my income?
Can I keep seeing the same doctors?
If you’re approaching retirement, join us on September 2 at 6:00 PM ET for a Medicare webinar with Kevin Lowden of RetireMed where we’ll answer these questions and more.
Register here:
https://www.savvywealth.com/beyondwealth-partners-webinar
Savvy has been named the #1 fastest-growing financial services company in the U.S. on the 2026 Inc. 5000 list—driven by 13,086% growth from 2022 to 2025.
The numbers are remarkable, but what resonates most with me is how that growth is being achieved.
Through Beyond Wealth Partners, we have ownership of our practice and the freedom to grow at a thoughtful, intentional pace. That allows us to remain focused on what matters most: putting our clients first, delivering highly personal advice, and building lasting relationships rather than pursuing growth simply for growth’s sake.
There is also real durability in Savvy’s model. Every advisor is an owner, creating long-term alignment among our advisors, the firm, and the families we serve. Together, Savvy Wealth and Beyond Wealth Partners give our clients the best of both worlds: the resources, technology, and scale of a rapidly growing national firm, paired with the personal attention, entrepreneurial ownership, and fiduciary mindset of our practice.
We are building Beyond Wealth Partners to endure—not just for the next few years, but across generations.
Congratulations to our founder, Ritik Malhotra, and the entire Savvy Wealth. We are excited about what we’re building and what it means for the long-term future of the families we serve.
07/22/2026
Tomorrow at noon we're hosting a free live webinar built specifically for P&G employees and retirees.
Keith Hamberg, CFP® & Hunter Cloud, CFP®, CPA will be joined by ARAG estate planning attorney, Andrew Larkin, to cover the specifics:
-The P&G Savings Plan
-PST benefits, beneficiary designations, trusts
-The planning mistakes that cost families the most.
Visit savvywealth.com/beyondwealth-partners-webinar to RSVP!
07/15/2026
Most Procter & Gamble employees make the same mistake every July.
They check their annual PST contribution... and log off.
Instead, use it as a 15-minute financial check-up.
Your contribution is new. Is your investment strategy still the right one?
In our latest Beyond the Bounty blog, we share the four questions every P&G employee should ask after their annual PST contribution posts.
PST Contribution Day: Four Questions Every P&G Employee Should Ask Perspectives from Keith Hamberg, CFP® Hunter Cloud, CFP®, CPA Nate Kunkel, CFP® and Brad Morgan, CFP® Every July, thousands of P&G employees receive one of the largest annual contributions they'll make toward retirement: the annual Profit Sharing Trust (PST) contribution. For many employees, the...
The next couple of months bring two important planning opportunities for Procter & Gamble employees.
📈 July: PST Contribution Day
It's always fun to see your annual Profit Sharing Trust contribution hit your account. While you're checking your balance, take a few extra minutes to review your investment elections.
One question to ask yourself:
"Does my current allocation still reflect where I am today—not where I was when I first made these elections?"
📊 August: Long-Term Incentive Plan (LTIP) Election
Many employees will soon decide between stock options and Restricted Stock Units (RSUs).
Instead of focusing solely on which award offers more upside or less risk, step back and think about how this year's election fits into your overall financial plan.
How much of your financial future is already tied to P&G?
What role do you want this award to play?
What is your plan once it vests?
06/30/2026
Beyond Wealth Partners is proud to sponsor Lionhearts Junior Racing.
For 20 years, this Cincinnati team has been getting kids ages 8 to 18 into cyclocross — a sport where character and discipline get built one muddy lap at a time. We're proud to back a program investing in young athletes right here in our community. Here's to dirt, mud, sweat, grass, and a whole lot of cowbell. 🚲
06/25/2026
Honored to be named #7 on AdvisorHub's 400 Advisors to Watch list for 2026.
Rankings are nice, but the real reward is the trust our clients at Beyond Wealth Partners place in us to help them navigate their biggest financial decisions. That's what I show up for.
Grateful to the team at Savvy Wealth for backing the work, and congratulations to everyone else who made the list.
https://lnkd.in/ewzfQf8s
Disclosure:
Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one client’s experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organization’s website. https://lnkd.in/e_yTDXTR
Awards and accolades are granted by non-affiliated third parties and are provided for informational purposes only. The views expressed in related publications are those of the authors and not necessarily those of Savvy. Nothing herein should be construed as evidence of any client’s experience with the firm. Savvy makes no warranties regarding the accuracy of third-party information and disclaims liability for any reliance thereon.
06/04/2026
An evening at Great American Ball Park with the people we're lucky to call clients.
06/03/2026
Beyond Wealth Partners is proud to sponsor Get Rad Devo, a junior cycling development team out of South Florida.
These kids race road, mountain, and time trial and they do it with more grit and focus than most adults I know. Watching the next generation fall in love with this sport is one of the best parts!
Get Rad Devo is a 501(c)(3) dedicated to giving talented junior riders the support and opportunities they need to compete at the highest level.
Check them out at www.getraddevo.org!!
05/27/2026
Announcing another 2026 sponsorship - the newly formed Higher DOSE professional Women's Cycling Team!
We got involved with this team because we believe in supporting athletes who compete seriously and carry themselves with discipline, on and off the bike. And we love cycling!
