EACH LIFE IS UNIQUE.

LET US HELP YOU CHART YOUR FINANCIAL JOURNEY

GET STARTEDGET A FINANCIAL PLAN FOR LIFE

Go Confidently In the Direction of Your Dreams!
Live the Life You’ve Imagined.

– Henry David Thoreau

Located in the suburban Columbus community of Worthington, The Financial Solutions Network is an independently owned, family oriented wealth management company determined to become our clients’ most valued business relationship. We provide our services to the central Ohio area, including Dublin, Powell, Lewis Center, Westerville, Galena, Delaware, Sunbury, New Albany, Grandview Heights, Upper Arlington, Hilliard, and Blacklick.  Additionally, we serve clients throughout Ohio, southeastern Michigan, Florida and eleven other states.

OUR MISSION

With Over Eighty-Five Years of Experience, The Financial Solutions Network and Our Independent Advisors’ Central Mission Is:

  • Help families develop financial plans and wealth management strategies that allow them to live the lives they have imagined.
  • Provide protection for individuals, families, and businesses against the risks of income, property, and liability losses.
  • Help our clients connect with experiences that enhance their quality of life.
  • Share generously of our time, our talents, and our financial resources with those for whom we can be of help.

Our Four Distinct Services

Financial Planning

Simplify the financial complexity of life by designing a personalized financial plan. A well-defined financial plan is a roadmap that establishes and clarifies goals. The plan will identify what it takes to achieve specific goals and engender confidence as along life’s journey. By way of the financial plan, we help build a life that fits with your vision, values, and dreams.

Wealth Management

These are investment options and solutions that will help achieve established goals and navigate the fluctuating market conditions. We address asset allocation, asset location, and tax efficient investing. As wealth grows, it often presents more complicated problems and unexpected events. That’s why our advisors conduct a risk management review of assets and income. Our income protection review includes life insurance planning, health insurance, disability income, long-term care, and out-living-your-income risks. Our asset protection review  examines the scope of market risk along with addressing your estate planning and wealth transfer planning needs.

Corporate
Solutions

We provide retirement plan services working with plan sponsors to balance the multiple responsibilities of employee retirement plans for 401(k)s, 403(b)s and cash balance plans. Our advisors and partners work with the plan sponsor to help evaluate plan design, select and monitor investment options, and educate participants. Retirement plans such as 401(k)s have become the foundation of retirement planning for the majority of Americans, with fewer companies offering pensions to their employees. Other business solutions are employee benefits, group medical, business succession planning, key man insurance, and executive coaching.

Philanthropy

Ben Franklin defined philanthropy as “doing well by doing good”. Whether it be through our non-profit partner, Commitment 2 Kids, Inc., or assistance to our clients in their charitable planning, we believe in the value of giving back and paying forward.

Check the background of this investment professional on FINRA’s BrokerCheck.

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