Empowerment Wealth Strategies

Financial planner in Columbus, OH (show on map)

Empowerment Wealth Strategies believes in forging lifelong relationships by providing holistic and intuitive financial guidance.

Call (614) 310-8282

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About

Empowerment Wealth Strategies provides a wide array of specialized advisory and strategic services for clients, including accumulation strategies, distribution strategies, investment and asset management, insurance planning, financial guidance and tax planning, and estate planning strategies. The firm follows a six-step process: establishing a relationship, discovery, data analysis, plan development, implementation, and ongoing review and monitoring.

Services are tailored to individual needs such as retirement income strategies, education planning, tax planning, and wealth transfer.

Holistic and intuitive financial guidance

Dedicated six-step planning process

Specialized advisory services for educators and public employees

Certificates in Retirement Planning from The Wharton School

Retirement Planning Specialist titles from Equitable Advisors

Services

Accumulation Strategies

Systematic Savings Strategies, 401(k) Retirement Plan Funding Guidance, Education Planning, Vacation Planning, Tax Advantaged Plans, Wealth Goal Planning, Wealth Monitoring, Retirement Healthcare Planning

Systematic Savings Strategies 401(k) Retirement Plan Funding Guidance Education Planning Vacation Planning Tax Advantaged Plans Wealth Goal Planning Wealth Monitoring Retirement Healthcare Planning

Distribution Strategies

Education Distribution, Retirement Income Strategies, Social Security Planning, Healthcare Expenses, Retirement Plan Transitioning, Tax Efficiencies, Systematic Distributions, Gifting Strategies

Education Distribution Retirement Income Strategies Social Security Planning Healthcare Expenses Retirement Plan Transitioning Tax Efficiencies Systematic Distributions Gifting Strategies

Financial Guidance and Tax Planning Strategies

Financial Planning, Special Needs Planning, Eldercare Planning, Divorce, Job Transition, Business Strategies, Children's Financial Education, Retirement Living Analysis, Tax Planning Strategies

Financial Planning Special Needs Planning Eldercare Planning Divorce Job Transition Business Strategies Children's Financial Education Retirement Living Analysis Tax Planning Strategies

Investment and Asset Management

Investment Advisory Services, Investment Modeling and Planning, Risk Analysis, Tax Loss Harvesting, Tax Efficient Portfolios, Alternative Investments, Asset Allocation Review, Retirement Plan Consolidation, Personalized Financial Website

Investment Advisory Services Investment Modeling and Planning Risk Analysis Tax Loss Harvesting Tax Efficient Portfolios Alternative Investments Asset Allocation Review Retirement Plan Consolidation Personalized Financial Website

Insurance Planning and Risk Management

Life Insurance Analysis and Implementation Strategies, Disability Income Insurance Strategies, Long-Term Care Planning, Risk Management Reviews, Health Insurance Review, Income Protection Strategies, Asset Protection Strategies, Life Insurance Reviews, Beneficiary Audit Review

Life Insurance Analysis and Implementation Strategies Disability Income Insurance Strategies Long-Term Care Planning Risk Management Reviews Health Insurance Review Income Protection Strategies Asset Protection Strategies Life Insurance Reviews Beneficiary Audit Review

Estate Planning Strategies and Wealth Transfer

Estate Planning Document Guidance, Gifting Strategies, Wealth Transfer Strategies, Business Successions Planning, Key Document Planning/Storage, Accounting Titling Review, Wealth Monitoring, Beneficiary Planning, Multi-Generational Planning

Estate Planning Document Guidance Gifting Strategies Wealth Transfer Strategies Business Successions Planning Key Document Planning/Storage Accounting Titling Review Wealth Monitoring Beneficiary Planning Multi-Generational Planning