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A financial planner in OH meets with clients at an initial conference to get an idea of where you’ve been, where you are and where you’re going in terms of your financial future. High quality financial planning in Ohio involves meeting with your financial planner to provide the right information and answers to questions about your current situation and goals.
Personal financial planners in Ohio work hard at making you feel comfortable with the relationship. As your certified Ohio financial planner gets to know you better, she becomes the person you go to when making important financial decisions. Financial planning in Ohio will:
1. Guide your financial decision making in the areas of investments, property and entering into contracts.
2. Help you build a personal financial strategy for both business and personal accounts through certified financial planners in Ohio.
3. Prepare you and your loved ones for a secure financial future through complex financial planning in Ohio.
Action Steps
The best contacts and resources to help you get it done
Work with a certified financial planner in Ohio that specializes in diversified portfolio management
Your money needs to be in many different sectors for security and long-term growth. An Ohio financial planner has a variety of products and options to keep your money growing in many different areas.
I recommend: The Sherrington Group of Columbus is a fee-only financial planning service that offers clients a variety of investment tools for a diversified approach. Financial Solutions LLC of Dublin provides comprehensive financial planning on an hourly or retainer basis with a wide range of investment products.
Find financial planners in Ohio that offer both financial products and personalized service
Good financial products without ongoing financial advice and personal service mean confusion for clients needing financial advice. Financial planners know the value of personal care and building a relationship with their clients.
I recommend: Concord Financial Planners of Solon and Lucas Financial Services Inc., provide personal service through financial planning, tax planning and preparation as well as retirement planning, estate planning and value based investing.
Use financial planning in OH that offers ongoing support services for clients
An initial meeting just isn't enough when preparing a financial portfolio. Look for certified financial planners in OH that offer annual financial checkups and as needed meetings.
I recommend: Fisher Wealth Management of Reynoldsburg provides ongoing support to its clients through portfolio management services. Ameriprise Financial prides itself in commitment to continuing customer service and has several agents throughout Ohio.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Always combine financial planning in Ohio with high quality estate planning. A good financial planner has a network of qualified estate planning attorneys to complete your plan through wills, trusts and powers of attorney. Your financial planner knows the importance of these documents when it comes to securing your financial future for yourself and your loved ones.


