OUR CORE VALUES

Comprehensive Financial Planning is the epicenter of how we work with our clients to achieve the goals they choose, with an emphasis on our three core values:
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Retirement Planning

• Accumulating wealth for retirement
• Retirement income strategies utilizing our proprietary T.E.R.M (Tax Efficient Retirement Modeling) software

Legacy Planning

• Guardian, Custodian, Letters of Instruction
• Providing for the people you care about

Community Engagement

• We devote most of our time and resources to a limited number of organizations so that we can make a more substantial impact.

- Junior Achievement (www.jacols.org)
- Dress for Success (www.columbus.dressforsuccess.org)
- Ohio University College of Business (www.business.ohio.edu)
- Design Outreach (www.doutreach.org)

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​We support many other charities on a more limited basis either monetarily or by volunteering our time.

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OUR MISSION:​
To assist people, who seek to make knowledgeable decisions about their goals, ​pursue their personal dreams through ongoing financial planning.​​

OUR VISION:
To be one of the most respected, successful and recognized ​financial planning practices in Columbus, in Ohio and in the U.S.​​​​

OUR VALUE PROPOSITION:
To help clients and their families protect their legacy and ​lifestyle with flexibility, both now and in the future.​​​

HOW:
By enhancing your relationship with us on a continual basis through open communication, increasing our ​knowledge, engaging in individualized guidance, and providing the high level of service you deserve.​