470 Olde Worthington Rd., #200
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.
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 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.
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.
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
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.
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.
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.
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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
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.
Columbus is Ohio’s state capital. The city’s Scioto Mile is a string of parks on both sides of the Scioto River, with a huge interactive fountain and trails. On the west bank, the COSI science center offers hands-on exhibits and a planetarium. Downtown, the Columbus Museum of Art includes American and European paintings and a sculpture garden.
State Street Advisors is happy to serve the entire city of Columbus with the following services:
Contact your financial advisor today! Call now (614) 895-2584 and we will be happy to assist! Let State Street Advisors help you plan your financial future!