Explore answers to common questions in our FAQ section.
Whether you're planning for the future or fine-tuning your financial approach, you'll find helpful insights to guide your decisions with clarity and confidence.
WHO IS YOUR TYPICAL CLIENT?
Our 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.
WHO WOULD NOT BE THE RIGHT FIT?
Our services are not ideal for people who simply want someone to validate all their own decisions.
WHAT SERVICES DO YOU PROVIDE?
Our 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 we don’t provide tax advice, we do help plan for a tax-efficient investment allocation and transfer of wealth. When a situation requires a more advanced tax or legal strategy, we will engage our extensive network of tax and legal professionals or will integrate your preferred professionals into our relationship.
ARE YOU A FIDUCIARY?
Yes. As a fiduciary, we are legally obligated to put your interests first. We act with care, disclose and manage conflicts of interest, and are committed to providing transparent, honest advice.
DO I HAVE TO PAY FOR AN INTRODUCTORY MEETING?
No, there is never a charge for an initial consultation.
HOW DO YOU GET PAID?
We are 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. we currently work with clients in multiple states.
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 the Start Now button above to schedule your initial consultation to see if we are the right fit for one another.
