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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.


  • Discover your current financial situation
  • Develop a working budget
  • Define financial, educational, and retirement goals
  • Identify investment strategies
  • Create and implement long-term plans
  • Review and revise those plans on a regular basis



Financial Planning Service Areas

State Street Advisors in pleased to be able to serve the entire Central Ohio area with our experienced financial planning services. If you are in any of these areas, then please be sure to give us a call today! We would love to hear from you! (614) 895-2584. Series 6, 7, 24, 63 securities registrations.



Our Financial Services Process

How We Help You

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.

  • Discover your current financial situation
  • Develop a working budget
  • Define financial, educational, and retirement goals
  • Identify investment strategies
  • Create and implement long-term plans
  • Review and revise those plans on a regular basis

Financial Planning Service Areas

State Street Advisors in pleased to be able to serve the entire Central Ohio area with our expert financial planning services. If you are in any of these areas, then please be sure to give us a call today! We would love to hear from you! (614) 895-2584. Series 6, 7, 24, 63 securities registrations.

Our aim is to get to know and understand your needs, wants, and long-term financial goals.

With that in mind, we use the following process to help you make the best investment choices to meet your financial goals.

  1. We discuss what your financial goals are and what you are looking for in a Financial Adviser.
  2. 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.
  3. What kind of investor are you? Conservative, Moderate, or Aggressive. We then help you measure your risk tolerance.
  4. 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.
  5. 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.

Taking a proactive approach to your personal financial future.


Building a Solid Financial Foundation


When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean?

To some, when your financial “house is in order,” it means it is built on a solid foundation. It means that you have the “pillars” in place that are designed to support your long-term financial well-being.

#1: A banking relationship. Having a relationship with a bank can play a role in many financial strategies. You have many different choices when deciding on which bank is right for you. Some banks are larger and nationally-based, while others are smaller and community-based. Different banks may have unique advantages and disadvantages, so it’s important to look around and see what each one can offer you.

#2: An emergency fund. You know that label you see on fire extinguisher boxes – “break glass in case of emergency?” Only in a financial emergency should you “break into” your emergency account. What is a financial emergency? Everyone’s definition varies, but it can range from a broken water heater to major car repairs to unemployment help.

#3: A workplace retirement strategy. At some point, you may want to consider when is the right time to start saving for retirement. Workplace retirement plans can offer you a convenient way to get started, if one is available.

#4: An eye on Insurance. Like the other decisions you’ll need to make while building your financial foundation, choosing the appropriate insurance program is going to be influenced by your own individual life circumstances. For example, if you’re supporting a family, you may want to look into an insurance program that is designed to protect you in the event that something happens to you or prevents you from working for a period of time.

#5: Estate Strategy. It’s never too early to start thinking about your legacy. For some, this can mean providing some financial support to your loved ones. For others, it might mean creating a program that supports charities and organizations. Whatever your aspirations, it’s important to ensure that your assets transition smoothly in accordance with your wishes.