Southward Financial Services, LLC provides financial planning, investment management and tax preparation services to middle-income and clergy clients in the central Ohio area. We have served families and individuals for the last nineteen years and look forward to helping you meet your financial goals and dreams.
We believe that everyone deserves the peace of mind that comes from knowing their financial life is on track and that you can accomplish what is important to you. Consequently, we do not require a minimum portfolio or income level to work with a client. You will receive the highest standard of care and your interests are always placed ahead of ours.
We believe that everyone deserves the peace of mind that comes from knowing their financial life is on track and that you can accomplish what is important to you. Consequently, we do not require a minimum portfolio or income level to work with a client. You will receive the highest standard of care and your interests are always placed ahead of ours.
Services
A fiduciary is someone who has been hired to act for and on behalf of another individual in circumstances that require a relationship of trust and confidence. The duty of a fiduciary is to provide the highest standard of care for a client. The fiduciary acts as a steward for the client, placing the interests of the client ahead of their own.
No two clients have the exact same needs, and the process used to achieve your goals should reflect that fact. While our process is designed to cover important issues common to all our clients, the exact details of our work with you is determined by your needs. Every engagement begins with a detailed examination of your present financial position.
The investments in your portfolio should be appropriate for your goals, the length of time until the funds are needed and your risk tolerance. If you need to achieve an eight-percent rate of return to meet a goal, we believe it is not prudent to seek a fifteen percent return at a higher risk. Managing the volatility or the ups and downs of your portfolio is important.
Southward Financial Services, LLC is a registered investment advisory firm and provides financial planning, investment management and tax preparation services for individuals. We are a fee-only firm - we do not sell any investment product nor receive any commission from any recommendation we make. The fees our clients pay directly to us are the sole source of our compensation.
Southward Financial Services, LLC offers unique resources for members of the ordained clergy. We do this for two reasons: first, this is a part of our ministry to the Church and those who work and serve in it. The financial matters of clergy, regardless of denomination, differ in several ways from other callings and professions.
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