Services
Widows and SurvivorsThe death of a loved one often requires that important financial decisions be made when you are least prepared to do so. We can help you sort through the paperwork and make informed decisions. Military survivors, if you have received an SGLI benefit, you may be entitled to financial planning services at no cost to you.
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Divorce Financial PlanningWe are an important part of your team before, during, and after your divorce. If you are considering divorce, we can help you to understand the financial impact and serve as a settlement facilitator. We can also help you to engage the right team of professionals from the start. We'll walk with you through the process and help you move forward to what's next.
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Individuals and Families
Whatever your financial planning needs, we can help you align your choices with your long-term goals. Some of our clients enjoy an ongoing relationship with regular meetings. Some just want a second opinion on plans they have already put into place. Others have a specific issue they would like for us to address.
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First Responders
Educational Workshops and Individual Financial Counseling
My husband, John R. Eisel, Jr. OFE, died suddenly on July 5, 2019. When the initial shock subsided long enough to take a breath, the kids began asking questions. “What will my life be like now?” “Are we going to have to move?” John was a firm believer in being prepared; not only with Plan A but also with Plans B, C, D, E, and F. As we deeply grieve his passing, we are on secure financial ground because of the plans we made together.
We can independently advise you of pension, investment, and life insurance options; assess retirement preparedness; and provide estate planning guidance and tax planning strategies.
Ohio Fire and Rescue Officer Development Conference - July 2021
Columbus, Ohio
Financial stress significantly impacts health, relationships, and work performance. Enhancing financial stability for members of the fire service has a multifaceted effect upon their families and the organizations and communities they serve. Specifically educating leaders within the fire service allows them to become role models and mentors for others, further extending positive outcomes.
This presentation, uniquely designed for members of the fire service in Ohio, will provide tools for assessing personal financial health, identify vulnerabilities to financial stability, and deliver practical advice for shoring up a family’s safety net. In addition to worksheets and informational slides, case studies will also be presented to illustrate critical issues and potential solutions. Participants will learn what it takes to provide their family and colleagues with a legacy of financial preparedness.
If you are interested in scheduling this presentation for your team, please Contact Us.
Educational Workshops and Individual Financial Counseling
My husband, John R. Eisel, Jr. OFE, died suddenly on July 5, 2019. When the initial shock subsided long enough to take a breath, the kids began asking questions. “What will my life be like now?” “Are we going to have to move?” John was a firm believer in being prepared; not only with Plan A but also with Plans B, C, D, E, and F. As we deeply grieve his passing, we are on secure financial ground because of the plans we made together.
We can independently advise you of pension, investment, and life insurance options; assess retirement preparedness; and provide estate planning guidance and tax planning strategies.
Ohio Fire and Rescue Officer Development Conference - July 2021
Columbus, Ohio
Financial stress significantly impacts health, relationships, and work performance. Enhancing financial stability for members of the fire service has a multifaceted effect upon their families and the organizations and communities they serve. Specifically educating leaders within the fire service allows them to become role models and mentors for others, further extending positive outcomes.
This presentation, uniquely designed for members of the fire service in Ohio, will provide tools for assessing personal financial health, identify vulnerabilities to financial stability, and deliver practical advice for shoring up a family’s safety net. In addition to worksheets and informational slides, case studies will also be presented to illustrate critical issues and potential solutions. Participants will learn what it takes to provide their family and colleagues with a legacy of financial preparedness.
If you are interested in scheduling this presentation for your team, please Contact Us.
