Fee-Only Financial Advisor - Columbus, Ohio
Fee-Only Means We Do Not Sell Financial Products
As a fee-only financial advisor conveniently located in Columbus, Ohio, we do not sell financial products of any kind, and we do not accept commissions from third parties. We are not affiliated with any banks, brokers or insurance companies. Our only compensation comes from you, our client. This allows us to focus on you and your objectives, not products that benefit us. In short, we offer impartial and practical advice tailored to your personal circumstances and in your best interests.
We Require No Minimums
As a fee-only financial advisor, we specialize in offering comprehensive fee-only financial planning services to middle income clients. We do not require that you have a minimum income or account size, nor do we charge a minimum fee amount. Our fees are based on the time and the effort needed to complete the services for you, not on the value of your investments or the size of your net worth. This approach makes the services of a qualified financial advisor available to people at virtually all ages and income levels.
We Offer Two Types of Fee-Only Engagements
Hourly Financial Planning - For those who are comfortable handling their own finances but want a professional to guide them or review the decisions they've made so far. Hourly financial advice is also helpful to clients experiencing unique life events such as, career change, retirement, geographic relocation, marriage, inheritance, or purchase of a new home.
Retainer Engagements - For those who would like help developing, understanding, and implementing a financial plan, with ongoing guidance to ensure that the plan stays on track. Retainer clients experience the comfort of having a qualified financial advisor "on-call" as they design and implement their financial plan.
Financial Solutions LLC - Columbus, Ohio
Financial Solutions LLC is a Registered Investment Advisor with the Ohio Division of Securities. Paul Dolce, Principal, is a CERTIFIED FINANCIAL PLANNERT professional, and a NAPFA-Registered Investment Advisor. Financial Solutions LLC is located just north of Columbus, Ohio in the city of Dublin. |