See how You can Take Action Today

Since 1965, our mission has been to promote financial literacy and help as many families as possible build a strong financial plan and achieve financial peace of mind. We firmly believe educated people make smarter decisions, especially when it comes to money.  No matter what financial stage you're in, we offer a variety of ways you can take action towards acheiving financial peace of mind.


Schedule a Meeting

We offer a no-cost, no-obligation initial discussion to review your financial concerns and evaluate how our services can assist you.

Call 614-326-3077 or click below to complete your questionnaire to get started and to schedule your complimentary consultation. 


Since 2011 our weekly radio show has been helping listeners across the country "Manage to Be Wealthy". The hosts offer their wealth of experience to inform and educate listeners. 

Click below to learn more, subscribe to the podcast, and listen to past shows.


Our complimentary educational series empower you to take control of your money and manage your income to achieve your goals through interactive workshops and webinars.

Click below to view and register for upcoming events. 

News You Can Use

Subscribe below to stay up to date on our weekly radio show topics and upcoming events. You'll also receive educational tools and checklists that will help you Manage to Be Wealthy.

Ask a Planner

Still have questions? Fill out the form below and we will direct your email to one of our experts.

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