Frequently Asked Questions (FAQ's)

What is Pr1me Numbers?

David decided to do a radio show because he feels like he has a lot to share. With 20 years in the industry, he has knowledge about all stages of the financial cycle. With numerous clients he has real life examples of how things can work, and some incredible success stories that will resonate with listeners. He wants to share all he has learned in the hope of helping others enjoy their Pr1me years. To find out more about the show and to hear past broadcasts, check out www.primenumbersonline.com.

What are the qualifications of the planners in the firm?

Haire Bohmer is made up of a variety of different experts in the financial field. Some of the designations of the planners are as follows:

• CPA: Certified Public Accountant, awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.
• PFS: Personal Financial Specialist, A financial planning designation awarded by the American Institute of Certified Public Accountants (AICPA).
• CFP: Certified Financial Planner, a financial planning credential awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements
• CFS: Certified Fund Specialist, Institute of Business and Finance (IBF) offers this designation to financial services professionals who successfully complete its 60-hour course, pass a comprehensive exam, adhere to the IBF's code of ethics and complete 15 hours of continuing education courses each year.
• CHFC: Chartered Financial Consultant, a financial planning designation awarded by The American College.

What is Advice for Life?

Click here to l earn all about Advice For Life.

Can I schedule a personal appointment with someone in the firm? Are the planners accepting new clients?

Haire Bohmer and all of the planners pride themselves on the personal service they provide to their clients. In order to maintain that personal service, the firm accepts only a limited number of new clients each year. It is not the amount of money that a prospective
client has to invest that determines whether or not they become a client, it all depends on their needs.

Perhaps you would be better served by a CPA or an advisor specializing in debt counseling. Perhaps you are in your mid-30’s and you want to work with a professional closer to your own age, or maybe you need a more mature advisor to work with your parents. Haire Bohmer can help guide you in the right direction.

There is no cost for an initial consultation, which can be done by phone or
in the office. Contact Haire Bohmer by email at david.haire@lpl.com, or call the office, at (513) 942-9700. Be as specific as possible regarding what you need. Haire Bohmer’s
mission is to help people reach their goals and fulfill their dreams, so if
you think we may be able to help you, don’t hesitate to contact us.