Our guidance is sought by clients for many reasons. A lot of people seek our guidance to help them transition their family's business into a family enterprise. Some may want to downshift into another career, or pursue a volunteer or family-oriented life. No matter the reason for our engagements, we provide our clients the wealth management and financial planning advice they more...

Shawn Swanson, a financial consultant based in Columbus, Ohio, serves federal employees in multiple states. He specializes in retirement planning and financial consultation. Shawn can assist with a wide range of financial planning issues, including FEGLI, FERS and CSRS benefits, as well as Thrift Savings Plan and FEGLI. Shawn is a unique combination of education, experience and more...

You are the only one who can truly understand the grit, sacrifice and hard work that went into creating your wealth. We will be your true partner in making your dreams come true and helping to realize your full potential. Our Columbus team of financial advisors will help you manage your wealth with integrated and personalized strategies to minimize risk and ensure long-term pros more...