Tel: 614-384-0322
“Large streams from little fountains flow, Tall oaks from little acorns grow. “
David Everett's Caleb Bingham - Columbian Orator, circa 1795
Services
One of the most important things to remember when preparing for the future is "Different Strokes for Different Folks!" We always tell our clients that your personal financial situation is much like your medical history. You may all have the same symptoms, HOWEVER the treatment of the situation could be different based on your personal needs.
Some individuals may only need to review the Social Security portion of their finances in order to maximize their benefits to work along side their personal retirement benefits which they are receiving through their former employer.
Others may various types of saving instruments which they accrued over the years to have an additional amount available when they elect to quit working.
All of these aspects are considered when doing a review. AND all of these are included in the long run to create TAXABLE ISSUES.
So whether you need information now on how to proceed in the future, or your are currently receiving benefits or whether you are planning on decisions as to when to retire.
THEN WE SUGGEST you start with knowing all the various options available.
Strategic Planning
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Executive Coaching
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Leadership Development
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Video Tutorials
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I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.
I'm a title. Click here to edit me.
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.
I'm a title. Click here to edit me.
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font.