S
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T
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R
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Because we are an Independent wealth planning firm with no corporate interests to serve or sales quotas to meet, we are able to offer our clients financial advice that is objective and aligns exclusively with their financial goals
Financial Consulting
How Can We Help?
Your plan for retirement should be as unique as you are. As a local and virtual advisory team, our personalized plans cater to individuals seeking solutions for:
- Income Management
- Investment Rollover Services
- Small Business
- State/Government Employees
- and more
What does a AAA Financial Team mean?
Do you have a true financial team of experienced professionals partnering with you and your family? We take a AAA approach to help establish a truly holistic plan for you.
Local & Virtual
Our changing world has presented new challenges when it comes to person to person interaction and communication. We have fully embraced technology and are proud to offer full services both locally (in our office in up-town Westerville) AND virtually.
How to Get Started!
We are glad you are considering reaching out to us. Whether you are a novice or an experienced investor, our process is the same and we really do all we can to make working with us as simple as possible.
Our Process
Everyone’s Financial Journey Starts With A First Step
We’re here to provide guidance and help you fully understand the choices available to help you build your financial future.
Who We Serve:
- Individuals
- Companies
- Government & Public Service
Wealth Advising. Wealth Building. Wealth Management. No matter what stage of life you are in, we make sure that our strategies align with your goals – all within our ‘Transparency Breeds Trust’ mentality.
Our Services:
We are so proud to be an independent firm. This means that we have the opportunity to provide products and services to you without having to shove a square peg in a round hole. We have no quotas or compensation incentives to use proprietary products, allowing us to do what is in the best interest of our clients.
A goal without a plan is just a wish. Whether you need a Summary plan or a Detailed plan, we help co-create the personalized holistic system that produces clear and understandable results for you.
One advantage of being an Independent Advisor rather than just an Insurance Agent is that we are able to use Insurance as a tool - not an answer. It is just one piece of your overall financial picture and we strive to align your needs with your goals.
