Retirement income strategies utilizing our proprietary T.E.R.M (Tax Efficient Retirement Modeling) software. We devote most of our time and resources to a limited number of organizations so that we can make a more substantial impact. We support many other charities on a more limited basis either monetarily or by volunteering our time.
To assist people, who seek to make knowledgeable decisions about their goals, pursue their personal dreams through ongoing financial planning. To be one of the most respected, successful and recognized financial planning practices in Columbus, in Ohio and in the U.S. To help clients and their families protect their legacy and lifestyle with flexibility, both now and in the future.
To assist people, who seek to make knowledgeable decisions about their goals, pursue their personal dreams through ongoing financial planning. To be one of the most respected, successful and recognized financial planning practices in Columbus, in Ohio and in the U.S. To help clients and their families protect their legacy and lifestyle with flexibility, both now and in the future.
Services
Chris has been a financial advisor since 2002, he became a platinum financial advisor in 2010, and a Private Wealth Advisor in 2014. He believes in holistic financial planning and he focuses on your goals, investments, insurance strategies, wealth preservation strategies, and estate planning strategies.
We understand families are different, come in all shapes and forms, and have different priorities and goals. There is no such thing as one size fits all in life or in financial planning. We offer a complimentary consultation to start getting to know you and what you want to accomplish. At the end of the meeting we will give you a detailed course of action including fees to work with us based on the level of planning you choose.
We believe it is not only our responsibility; Community Engagement is one of our core values. It is our passion to improve the community we live in through a holistic approach of Time, Talent and Treasure. Although we do support a few charities outside of Ohio, the vast majority of our time, talent and treasure goes to Central and Southern Ohio.
The market's volatile ups and downs can lead anyone to make impulsive decisions regarding their portfolios. Our goal is to take the impulse out of investment decisions and instead, focus on the compounding power of time. Regardless of the market's performance, we use data-driven algorithms to take advantage of opportunities when they arise.
This options gives you the ability to open an account with a minimum investment of only $5,000. These accounts can be anything from a taxable (Non-Qualified) account to a Roth IRA (Qualified) Account. By investing in these accounts we will give you access to our E-money Financial Planning software to use on your own.
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