What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
We serve many clients who are employed by Abbott Laboratories, not simply due to our proximity to their Columbus facilities, but because of our strong familiarity with their benefit programs and the needs of corporate employees in general.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task, but we're here to help every step of the way.
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.