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Financial Services

The core foundation for helping you build a successful retirement.

OUR PROCESS

Our proprietary process was crafted with one thing in mind: your financial success. Here’s a look at the steps we’ll use to help you create confidence in your retirement future:

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on uncovering your specific needs and what you want your investment capital to do for you.

Phase II: Strategy 

The primary objective of this stage is to develop an effective, long-term investment strategy that is customized to the unique needs of each client. We then develop a comprehensive plan that outlines a recommended strategy for long-term success.

Phase III: Implementation 

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Adjusting 

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that aligns with their intention. When we discover that a client’s circumstances have changed or that shifting global markets require a different investing approach, we are quick to adjust.

Services

We’re proud to offer the following services to our clients.

RETIREMENT PLANNING

Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security, personal savings and investments are expected to play various roles. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Let our team of experienced Columbus pension advisors help you make your retirement plans.

ESTATE PLANNING

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate plan can spell out your health care wishes and ensure they’re carried out — even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

INVESTMENT PLANNING

Investing sounds easy — just buy low and sell high — but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare investors. Our focus is on our clients’ wealth management, and we are eager to help you find what works for your unique situation.

INSURANCE PLANNING

Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance and life insurance.

TAX PLANNING

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Retirement roadmap kit

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This specialized planning process is designed to take you to and through retirement by providing guidance with a huge number of resources, including:

  • Common 401(k) mistakes
  • Errors in pension calculation
  • Consumer tips for safeguarding your pension
  • And much more!

Ready for retirement?

5 Secrets to Help Create More Wealth

Dig into Mike Martinez’s latest book, “Retire Financially Free,” to discover how you can build more confidence in your retirement.

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