1170 OLD HENDERSON RD # 120 COLUMBUS, OH 43220 Get Directions
1170 OLD HENDERSON RD # 120 COLUMBUS, OH 43220 Get Directions
Independent firms like ours are firms that are owned by the principals of the firm, who are independent advisors. We are not employees of a large, “brand name” firm. We are under no obligation to represent or use specific financial products or instruments produced by any firm.
We can provide financial tools to our clients from a broad array of national resources. That means we offer advice, based on your needs, with no inherent conflicts of interest. Advisors who are employed by some of the larger firms may be required to recommend products produced by their firm which may not always be the best fit for their clients.
Independent firms like ours are relationship oriented not transaction driven. We take the time to understand not just your financial situation but also your values and vision for your future and that of your family. Once we understand who you are and what your goals are, we look at your whole financial picture to see what we need to do to reach those goals. Only then will we make recommendations on investments, insurance planning, tax and estate planning. We make sure each piece of your financial strategy is integrated with all the others and aligned with your objectives
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