WE’RE PROUD TO OFFER THE FOLLOWING SERVICES TO OUR CLIENTS:
RETIREMENT PLANNING
Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security, personal savings and investments are expected to play various roles. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement‐income sources. Let our team of experienced Columbus pension advisors help you make your retirement plans.
ESTATE PLANNING
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate plan can spell out your health care wishes and ensure they’re carried out — even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
INVESTMENT PLANNING
Investing sounds easy — just buy low and sell high — but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare investors. Our focus is on our clients’ wealth management, and we are eager to help you find what works for your unique situation.
INSURANCE PLANNING
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance and life insurance.
TAX PLANNING
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax‐efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.