Scanlon & Associates is prepared to handle all your needs, such as selection of insurance for your business, employee benefit plans, advice and assistance with business tax preparation and documentation, and professional counsel on investment options and opportunities.
Our team is composed of seasoned professionals who have loyally and steadfastly served our clients over the years, backed by well-organized and thorough support staff providing timely and accurate follow-through on all client matters.
Scanlon offers a complete and comprehensive spectrum of plans and administrative services for businesses including:
- Group Health Insurance
- Employee Education
- Tax Document Preparation
- Benefits Administration
- Individual Insurance
Mission Statement
As professional financial services providers, Scanlon & Associates promises to review, research and recommend only those products and services which effectively and economically meet a client’s needs. We provide our services with complete INTEGRITY OF PURPOSE.
There are literally thousands of financial planners, accountants and benefit administrators in the Northern Kentucky/Greater Cincinnati area; however, there is only one Scanlon & Associates. We handle each and every client as if they were our only client.
Scanlon & Associates, Inc.
Geoffrey L. Scanlon, CPA, CLU
| Core Values
Core Values of Scanlon & Associates are the essential and enduring beliefs that hold up over time. Core values enable us to retain our unique character and value as we embrace the changing dynamics of the global economy.
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Core Competencies
Core competencies are a unique combination of human skills, knowledge and technology that provides value and results to the user. Enhancing our core competencies is key to sustaining a competitive and differential advantage in the marketplace. |
| Integrity
At Scanlon & Associates we conduct ourselves with integrity and honesty, holding ourselves to rigorous standards of professional ethics.
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Communications Skills
We at Scanlon & Associates are able to effectively exchange reliable and meaningful information, using appropriate context and interpersonal skills. |
| Competence
At Scanlon & Associates we demonstrate superior technical proficiency by performing with a high level of expertise and knowledge.
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Leadership Skills
At Scanlon & Associates we are adept at influencing, inspiring and motivating others to facilitate change and achieve excellence. |
| Lifelong Learning
Scanlon & Associates highly values education beyond certification and continually pursues new and broad skills and knowledge. |
Critical-Thinking and Problem-Solving Skills
We at Scanlon & Associates are skillful in evaluating facts, challenging assumptions and judgment to develop relevant solutions. |
| Objectivity
Scanlon & Associates maintains impartiality and intellectual honesty by remaining free of personal bias and conflicts of interest.
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Anticipating and Serving Evolving Needs
At Scanlon & Associates we adept in identifying strategic directions and opportunities to meet the evolving needs of those we serve.
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| Commitment to Excellence
Scanlon & Associates continually delivers exemplary, high-quality services.
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Synthesizing Intelligence to Insight
Scanlon & Associates are expert in connecting data, performing analysis and using business acumen to provide astute guidance for better business decision making.
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| Relevance in the Global Marketplace
Scanlon & Associates enhances their value by meeting the ever-changing needs of the world around them. |
Integration and Collaboration
At Scanlon & Associates we are effective at building strategic alliances and working collaboratively to provide multidisciplinary solutions to complex problems.
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