Broker Check

8425 Pulsar Place
Suite 450
Columbus OH 43240

Individual Financial Planning

Retirement & Wealth Planning offers financial planning services through Park Avenue Securities (PAS). We have tremendous experience in the various areas today referred to as "financial planning" or "wealth management".  Our services typically include the use of quantitative and qualitative analysis, taking into account a client's specific circumstances, and reviewing planning alternatives.  These alternatives typically include:

  • Investment Management
  • Insurance and Risk Management
  • Business Succession Plans
  • Family Partnerships
  • Trusts
  • Structured Gifting Programs
  • Charitable Gifting

We believe that proper personal planning, especially in the area of estate planning requires the skills of a qualified attorney, a qualified accountant, and Retirement & Wealth Planning to review and present planning alternatives.  Our purpose is to complement the services being provided by other advisors and to help coordinate efforts.  We see financial planning planning as a journey, not as a destination.  Our financial planning clients generally meet at least annually with their circle of advisors to review their current plan, make minor modifications and ensure that everything is consistent with current laws, tax policy, and most importantly the client's intent and wishes.