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)
|
 |
Resources
Referrals - We are confident in the professional services offered by the persons listed below. We have worked with these professionals in the past and are comfortable referring their services to our clients and friends.
Accountants
Daryl Reynolds, CPA
1029 Refugee Rd., Suite 100
Pickerington, Ohio 43147
(614) 864-1040
www.dreynoldscpa.com
Joe Schaefer
Schaefer & Associates, Inc.
110 Northwoods Blvd., 2nd Floor
Columbus, Ohio 43235
(614) 885-4900
www.schaefercpaonline.com
Attorneys
Sheila Clark
Clark & Lowe, LLC
1500 W. 3rd Ave., Suite 310
Columbus, Ohio 43212
(614) 340-3895
www.clarkandlowe.com
Stephen S. DeWeese
Hill Allison and DeWeese
7737 Olentangy River Road
West Worthington, Ohio 43235
(614) 848-6500
www.hadlegal.com
Mike Renne
Dinsmore and Shohl, LLP
191 Nationwide Blvd., Suite 300
Columbus, Ohio 43215
(614) 628-6880
www.dinslaw.com
Handyman Services
Colby Macumber
Nutter Handyman Services
South East corner of Kingsdale Shopping Center
(Upper Arlington)
Columbus, Ohio 43210
(614) 459-8864
www.nutterhandyman.com
Mortgage Services
John Fearon
Fearon Financial
30 Northwoods Blvd., Suite 200
Columbus, Ohio 43235
(614) 310-3110
www.fearonfinancial.com
Online Resources
Obtain a FREE copy of your credit report
www.annualcreditreport.com
College Savings Calculators
SavingForCollege.com
Ohio's 529 College Saving Plan
CollegeAdvantage.com
Information
Official IRS Web Site
|
