Columbus Ohio
Financial Planning
We conduct a comprehensive evaluation of your current financial state to help you plan for your future. You will help prioritize your unique needs and goals. Together we will formulate a series of achievable steps that will support your objectives.
Estate Planning
We will provide the financial administration and advice on when and how your legacy is to be passed down. You will obtain the necessary legal documents required to ensure your wishes are carried out. Together we will establish an estate plan that is designed to disperse your assets as you wish.
Insurance Planning
Insurance Planning has become one of the most complex areas of planning for one's future. From young to mature, the options can be confusing. We will help you understand the choices that best fit into your financial plan.
Investment Planning
We will provide you with a basic understanding of the various investment options available to you. You will be able to make informed decisions regarding your investment choices while working toward financial independence. Together we will choose optimal investments that utilize your goals, time horizon, priorities, and risk tolerance.
College Savings
We will provide you with the various plans available to prepare for further education whether for yourself or your child(ren). You will assist us in calculating the desired savings goal. Together we will develop a map of future educational needs and career goals
Retirement Income Planning
We will provide you with a retirement income strategy that fits your needs. We consider the guaranteed as well as the uncertain income. Your portfolio should always be designed to move towards the prosperity of your future.
Tax Efficient Investment Planning
We will guide you on how to align the investments within your portfolio to achieve tax efficiency. You will learn strategies to implement that will limit tax liability. Together we will work to reach your financial goals with minimal tax consequences.
Wealth Management
You have worked diligently toward becoming financially successful. Now what? Together we will answer that question. We will guide you through steps you can employ in order to preserve what you have worked so hard to achieve.
Our Process
Columbus, Ohio Financial Consulting
Our aim is to get to know and understand your needs, wants, and long-term goals.With that in mind, we use the following process to help you make the best investment choices to meet your goals.
- We discuss what your financial goals are and what you are looking for in a Financial Adviser.
- In order to collect your current financial information you complete an in-depth questionnaire. We gather your financial goals, needs and ambitions. These important factors must be taken into consideration while developing your financial plan.
- What kind of investor are you? Conservative, Moderate, or Aggressive. We then help you measure your risk tolerance.
- Equipped with that knowledge, we assemble available investment strategies that will help you meet your financial goals. We provide recommendations on products that are based on your risk tolerance. Once a decision has been made on the options you would like to utilize, we set up your unique personal portfolio.
- Once you begin investing in your future, market fluctuations, and changing investment choices make it necessary to monitor and manage your portfolio. We keep you informed of any new investment choices that could optimize your portfolio.
About State Street Advisrs
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.