I learned a financial strategy is about more than just money after my father was forced into early retirement with heart disease. My parents faced dark waters of uncertainty in what was to be a bright time for family and graceful relaxation. A financial advisor helped to restore my parents' hope with careful discernment of the situation and a plan to match their goals.
Now, I am learning the lesson of legacy. I am blessed to have a family with my loving wife and forever children destined through adoption. It's undeniable my kids had a rough beginning, but all super heroes have their origin stories. I am honored to have the responsibility to model success for them shown through my service to you. I bring my lessons and this passion with me to work every day.
So, enough about me. I want to hear your story. What does a financial strategy mean to you and your family? What's most important to you? Retirement on your own terms? Providing for your children and grandchildren's education? Protecting the financial futures of the people and charities you care about most? Attracting and retaining employees to carry out your business's legacy?
Let's carve out some time to talk. I can review your current strategy with and for you. If I can add value and you feel it's the right fit, here is what to expect from our partnership --
First, we'll invest time to detail and prioritize your goals. Then, you'll share how much risk you're comfortable accepting when investing to determine measured steps towards your long-term goals. We'll use an established process to create a tailored investment strategy for you. We will then partner with you throughout your journey using a disciplined, yet flexible monitoring process to keep you on track. Comprehensively, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a complete strategy. Throughout our relationship, we're dedicated to providing world-class service.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
Office Address460 East Broad Street
Pataskala, OH 43062
Phone NumberShawn G Whitt at (740) 964-9227
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
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