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Financial Planning

Ongoing personalized financial planning.
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Contact Us

info@financialfamilies.com

(614) 406-7141

Meet the founder...

Investment Management

Ongoing custom investment management.
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Why FinancialFamilies?

  • Fiduciary

    Members of the National Association of Personal Financial Advisors (NAPFA) are held to a fiduciary standard of care. FinancialFamilies is proud to uphold this standard of care for the benefit of client families.

  • Detailed Analysis

    Intelligent and timely financial decisions depend on complete, accurate, detailed, and intelligent information at the ready. Diligence and vigilance provide an edge for your family when it comes to bringing success home.
  • Independent Ownership

    FinancialFamilies is owned and operated independently with great pride in helping loving families. There are no competing departments, agendas, stockholders, or the like to distract from the task at hand. The focus is on... YOU.
  • Integrity

    A commitment to doing what's right helps to foster strong and lasting relationships. It's the least we should expect from each other and should not be overlooked.
  • Fee-Only

    Most financial advisors accept compensation and, therefore, influence from financial institutions, including Wall Street firms, insurance companies and banks. This approach is commonly referred to as fee-based. Conversely, The National Association of Personal Financial Advisors (NAPFA) is an exclusive organization of fee-only financial advisors. As a fee-only NAPFA member, FinancialFamilies does not accept compensation from financial institutions and is, instead, committed to transparent pricing that is better aligned with client interests and fiduciary duty.

  • Flat Fee Approach

    Fee-only financial advisors come in different flavors. Some charge based on assets under management, others bill an hourly rate and FinancialFamilies uses a flat fee retainer.

    The flat fee retainer is well-suited for a continuous service model, free from annoying and counterproductive hourly fees, and the conflicts of interest that come with assets under management (AUM) fees. See the Frequently Asked Questions for more information.

  • No Proprietary Products

    Is your current advisor a company man, pushing financial products developed by their employer? In a world chock full of options, why are you stuck using only a subset of what is available? At FinancialFamilies, third-party financial institutions are kept at arm's length, to reduce influence from conflicted agendas. As an independent fiduciary, FinancialFamilies has proactively committed to making recommendations in your family's best interest all of the time.
  • Certified Financial Planner™ (CFP®)

    Most people think all financial planners are "certified," but this isn't true. Anyone can call themself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. Even still, most recipients of the CFP® marks do not qualify for membership in NAPFA.