Why choose a Fee-Only advisor?

Choosing a financial advisor is not a simple task. Carefully consider how your advisor is compensated. Working with a Fee-Only advisor, you can enjoy the peace of mind that comes from knowing that your advisor has your best interests at heart.

Useful Resources:
Working With a Fee-Only Advisor (PDF)
Fiduciary Standard (PDF)
How to Choose a Financial Planner (PDF)

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In The News

4 Tax Planning Strategies That Can Save You Thousands Read Lori's full article (PDF) as it appeared in the premier issue of Pickerington Magazine (Spring 2008).

Lori Embrey was recently quoted in Investment News (June 9, 2008) in an article titled, "Sky-high gas prices driving advisers to take new roads." Read the full article.

Lori was also quoted in Financial Planning magazine (April 2008) in an article titled, "Healthcare Without Medicare." Read the full article.

Tim Middleton of MSN Money quoted Lori in his article titled, "6 Smart 401k Moves For Rough Times" (April 1, 2008). Read the full article.

Read Lori's monthly financial planning column, "Pocket Change," in MomStyle. Visit www.ColumbusParent.com to register.
March 28, 2008 - Retirement Planning MomStyle
April 25, 2008 - "The Sandwich Generation." Read the full article.
May 23, 2008 - Making the Most of Your Family Budget. Read the full article.
June 27, 2008 - Asset Allocation Offers a Safety Net in Volatile Markets. Read the full article.
July 25, 2008 - Saving For College. Read the full article.
August 21, 2008 - 5 Ways to Super-Size Your Retirement Savings. Read the full article.
October 16, 2008 - How To Deal With Today's Volatile Markets. Read the full article.