We are a full-service financial firm based in the Columbus, Ohio area. We offer personalized financial services that create confidence and certainty during all phases of life, utilizing a variety of methods, customized strategies, and financial tools to help you grow and protect your wealth. As a holistic planning firm, we provide services in many areas of financial planning, including retirement planning, Social Security planning, college planning, business financing strategies, and more. We offer personalized solutions that give our clients more control over your financial outlay during your working life, as well as unique methods to grow and protect your wealth for the future, lower your tax burden in retirement, and pay for college while saving for retirement at the same time. All of our partners are Certified Financial Fiduciaries® (CFF), as well as Authorized Bank On Yourself® Advisors. (Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.)