Fiduciary & Fee-Only Financial Advisors and Planners
Contact: 614-441-9605 / firstname.lastname@example.org
Please feel free to email or call us at anytime at (614) 441-9605 if you have questions, concerns, or just need some advice.
In the meantime, try to take advantage of all that we can do for you:
Utilize and optimize your rFPW:
Get your accounts opened and assets transferred so that we can manage them most effectively:
- Open/Transfer a University ARP
- Open/Transfer a University 403b
- Open/Transfer a University 457b (Deferred Compensation)
- Open/Transfer an IRA/Roth IRA/NQ Account:
- You need to call us for instruction – generally we need a statement of the account you’re transferring and then we’ll send you Docusign documents to open your account and complete the process.
- Email Us
- Open an Ohio 529 College Savings Plan
- Learn how we can manageme your “Outside/Held Away” accounts.