Want to learn more?
To learn more about our fee-only financial planning services, schedule an “Introductory Phone Call”. This conversation will provide valuable insights to our industry landscape, our company culture, and the professional expertise we can offer to support you in managing your financial household.
If you’re interested in meeting with one of our CERTIFIED FINANCIAL PLANNER™ Professionals, we offer a complimentary one-hour consultation with an advisor, where you can address your concerns and ask the important questions. Click “START QUESTIONNAIRE” to allow us to learn more about you and what you need. The information you provide will enable us to make the best use of our time together! Once this has been submitted, a member of our team will reach out to schedule your consultation.
Have questions? We've got it covered.
Check out our Frequently Asked Questions for more information about completing your questionnaire. If you can't find the answer you're looking for, call us at 614-326-3077 to speak with a member of our team.
More ways to take action
Since 1965, our mission has been to enhance financial literacy and help as many families as possible build a solid financial foundation and achieve financial peace of mind. We believe informed individuals make smarter financial decisions regardless of where you are in your financial journey. We provide various opportunities for you to take meaningful steps toward financial success!
Listen
Since 2011 our weekly podcast has been helping listeners across the country "Manage to Be Wealthy". The hosts offer their wealth of experience to inform and educate listeners.
Click the link above to learn more.
Learn
Our educational series empower you to take control of your money and manage your income to achieve your goals through interactive workshops and webinars.
Click the link above to view and register for upcoming events.