September brings with it a sense of renewal. Here are 7 things you can do to set your finances up . . .Read More
Helping you achieve your financial goals so you can focus on the most important things in your life.
STUDENT LOAN PLANNING
Guidance navigating your unique student loan scenario. Help with PSLF, income-driven repayment plans, consolidation, or private loans. We will build a loan payment strategy that fits your goals.
Investment management with low-cost, diversified portfolios through TD Ameritrade and investment guidance for directly managed accounts like 401ks, 403bs, 457bs, and more.
Optimized tax planning strategies to help you keep more of what you’ve earned. Guidance on defined benefit plans, backdoor Roth IRAs and more advanced tax strategies.
You’ve worked hard to get where you are, let’s make sure your assets and income are protected. Advice on Disability, Term Life, Umbrella coverage and more.
Helping you achieve your retirement and financial independence goals while balancing achieving your goals for today. Utilizing tax-efficient investment strategies to help you keep more of what’s yours.
Financial planning involves preparing for your financial future and for those you care about the most. We include Estate Planning for every client because it’s just that important.
As a fee-only CERTIFIED FINANCIAL PLANNER™ based in Upper Arlington, Ohio, we provide Comprehensive Financial Planning to physicians and busy professionals, helping you achieve your financial goals so that you can focus on the things that are most important to you.