Our first priority is helping you take care of yourself and your family. That means, in addition to the advice and guidance we provide as advisors, we have built a professional network of strategic partners to better serve you in all areas of retirement. We have formed solid strategic relationships in industries from insurance, to accounting, to estate planning. We receive no incentive or compensation, just the benefit of providing additional resources you can trust!
Specializing in life, auto, homeowners and business insurance.
Nationwide; Pat Ankrom
5701 N High St, Suite 202
Worthington, OH 43085
Fee-only insurance providers specializing in one-stop shopping, built on relationships, not sales.
LLIS; The Advisor's Insurance Advisor
Specializing in accounting and tax preparation services. Specifically, tax return filing and tax planning for individuals and businesses.
Mark P. Murphy & Associates, Inc.
1051 Old Henderson Rd., Suite A
Columbus, OH 43220
Home Loans Made Simple
PrimeLending; Brandon Hartley
400 Lazelle Road, Suite 18
Columbus, OH 43240
Purchasing a new home? Applying for a loan? Remodeling your home?
Guardian Mortgage; Patrick Nolan
2701 N. Dallas Parkway, Suite 180
Plano, TX 75093
From residential refinance or purchase to commercial, we can cover all of your closing needs from coast to coast.
Landsel Title Agency, Inc.; Jonathan M. Lindahl
961 N Hamilton Rd., Suite 100
Gahanna, OH 43230
When the time is right for you to make a move, I'd love to show you why and how I'll provide an excellent experience.
HER Realtors; Dustin Ultican
We listen to our clients and collaborate with them to solve problems and achieve objectives.
Anthony Law; Benjamin J. MacDowell
383 N. Front Street, Lower Level
Columbus, OH 43215
The primary focus involves guiding individuals through the complex estate planning process and probate.
Metz, Bailey & McLoughlin
33 E. Shrock Rd., Suite 1
Westerville, OH 43081