Frequently Asked Questions
WHO IS YOUR TYPICAL CLIENT?
My typical client is usually 50 + years old with investable assets of at least $250,000 who wants advice and guidance but is willing to delegate important decisions to a financial professional they trust.
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WHO WOULD NOT BE THE RIGHT FIT?
My services are not ideal for people who simply want someone to validate all their own decisions.
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WHAT SERVICES DO YOU PROVIDE
My services are built around a wide-ranging suite of planning specialties: financial, retirement, tax, estate, and business succession and/or exit. Once a plan is crafted, presented, and agreed upon with specific goals included, a unique investment management strategy is designed to pursue those goals.
DO YOU PROVIDE TAX ADVICE
No. However, although I don’t not provide tax advice, I do help plan for a tax-efficient investment allocation and transfer of wealth. When a situation requires a more advanced tax or legal strategy, I will engage my extensive network of tax and legal professionals or will integrate your preferred professionals into our relationship.
ARE YOU A FIDUCIARY
Yes, and as such, I will put your interests first, always act with prudence in our dealings, I will not mislead you and I will disclose, manage, and do my best to avoid all conflicts of interest, financial and otherwise.
​DO I HAVE TO PAY FOR AN INTRODUCTORY MEETING?
No, there is never a charge for an initial consultation.
HOW DO YOU GET PAID?
I am compensated primarily by financial planning and investment management fees, all of which will be discussed in detail BEFORE implementation.
DO I HAVE TO LIVE IN OHIO TO WORK WITH YOU?
No. I currently work with clients in multiple states. I can also register in your state of full-time residence if I am not currently registered in that state.
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AM I REQUIRED TO MEET WITH YOU IN PERSON?
No. Although there is value in face-to-face interaction to build trust, in-person meetings are not required. We have all the technology necessary to communicate as effectively in a virtual setting as we would in-person.
THIS ALL SOUNDS GREAT, WHAT' S THE NEXT STEP?
Click below to schedule your initial consultation to see if we are the right fit for one another.