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Our Advantage

Choosing to work with us, you can feel confident knowing we are committed to assisting you in any way we can.


  • Trust is at the foundation of all we do, and one way we build that trust is through transparent communication. We believe an educated client is an empowered client, which is why we make the effort to answer your questions, ask our own, and utilize a collaborative approach.


  • We are independent advisors, which means that we are dedicated to serve clients without a reliance on proprietary products. This provides us with the ability to select from a broad array of products in order to  pursue the investment goals of our clients. We proactively guide you in making educated financial decisions that will serve your best interest, not ours.

At Financial Design Ohio, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


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