5930 Wilcox Place
Planning for Your Future Wealth
Not every wealth plan looks the same or has the same components. They should be markedly different, well thought out and be unique to and composed for the benefit of each client. By doing that, it makes the plan colorful and meaningful.
We took over 70 years of combined industry experience, 20 here in central Ohio, to create a unique and proprietary system to engage clients in developing, understanding and implementing their plan. We help them adhere to it through ups and downs in markets as well as adjust to it as circumstances or events dictate.
We have a step by step process that starts with a few very important questions: What do you want to accomplish:, What can we bring to the table to assist you?, Are we a good match for each other? Once we answer these questions, we begin the process by evaluating your goals with the amount of risk you are willing to take. Your risk number dictates your portfolio and is updated annually and upon changes in your life.
To get a feel for us, take a moment and browse our site. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance and wealth building. As you search our website, send us a note regarding any questions you may have about any particular conepts or products*. We'll get back to you quickly with a thoughtful answer. If you want to speak with us, please call 614-777-5477. We look forward to serving you!
What's Your Risk Number?
Open an Account!Looking for an easy way to open an account without having to talk with an advisor, but want one there if you need one?
Client Financial Planning PortalClients who have and maintain their plan may access their financial planning portal by pressing the Click Here button below and entering in their credentials.
Our financial plans provide our clients with their custom planning portal. Every plan is unique and specific to each client and is easy to access and adjust as plans change. We can be in touch more often and no matter where you are - as long as you have internet access. Our online services are fully encrypted and have higher security than most financial institution websites.*
Don't have a financial planning portal log in? Call the office for more info at 614-777-5477!
Click Here (Current Financial Planning Clients Only)
*Products and advisory services offered through United Planners Financial Sevices of America, A Limited Partnership, Memeber FINRA and SIPC.