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Accountable Financial Planning LLC ● Fee-Only Objective Advice ● Comprehensive Financial Planning ● Investment Management ● Income Tax Preparation Serving central Ohio and beyond with locations in Westerville and Bellefontaine, Ohio. Accountable Financial Planning LLC is an independent fee-only financial planning firm with locations in Westerville and Bellefontaine, Ohio that provides professional, comprehensive financial planning advice and services to a diverse set of individuals, families, and small businesses. Independent We are entirely independent and work only for our clients. We are not affiliated with any insurance companies, banks, or brokers. Fee-Only We offer our services on a fee-only basis and seek to avoid all conflicts of interest. We do not sell any products and do not receive commissions or finders' fees of any kind. We do not charge fees based on a percentage of assets under management. Our fees are fully disclosed and agreed upon in advance of services. Comprehensive We understand how interconnected financial decisions are with each other and how important it is to look at the big picture, which is why we offer a coordinated set of financial planning services designed to be as comprehensive as possible. Objective Our structure allows us to provide truly objective, unbiased recommendations and place the interests of our clients first at all times. We seek to maintain the highest fiduciary standard and take this responsibility to our clients very seriously. Professional We are professionals who are educated and experienced. We place importance on staying current on financial and tax-related issues. AFP is a member of The National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of fee-only comprehensive planning professionals, who advocates the highest standards for personal financial planning. Purpose Driven We believe that having an effective and coordinated financial plan in place fosters financial success, goal achievement, healthy relationships, and opportunities to serve others. Our mission is to help our clients define and achieve their goals, make wise financial decisions, and live purpose-driven lives. Academic Focus We believe that relying on decades of academic research to help guide investment decisions and using low-cost, tax-efficient investment vehicles to participate in global economic activity are the keys to a successful investment experience, and, over the long term, to substantial wealth creation. Available to All We believe this type of service should be available to everyone, regardless of their net worth or investable assets and we strive to serve clients from all backgrounds and stages of life. Contact us to schedule a no-cost, no-pressure, in-person initial consultation:
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Accountable Financial Planning LLC
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© 2011 Accountable Financial Planning LLC | Disclosures | |||||
