Price Planning

The no-surprise retirement. PLAN ON IT.

Consultant in Powell, OH (show on map)

Fee-only financial planning and investment advisory firm offering personalized, fiduciary-driven solutions for all life stages.

Call (614) 848-3860

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About

Price Planning is a fee-only financial planning and investment advisory firm. Our one-on-one approach and fiduciary duty mean we listen.

We think through ramifications. And we recommend tailored scenarios that have each clients' best interests at heart. Whether you need a validation of your plans, project-oriented consultations, or long-term, comprehensive planning, we'll bring honest solutions to the table. Contact us today for a complimentary consultation.

Fee-only financial planning

Fiduciary duty

Personalized one-on-one approach

Comprehensive life-stage planning

Services

Retirement Planning & Cash Flow

Personal Financial Statements and Roadmaps, Retirement Projections and What-If scenarios, Cash Flow Analysis and Budgeting, Major Purchase Financing, Debt and Expense Management, Stock Option Strategies, Tax Planning with all recommendations

Cash flow analysis Tax planning What-if scenarios Budgeting

Investment Advisory Services

Portfolio Review and Restructuring, Asset Allocation (stocks and bonds), Investment Selection, Mutual Funds, ETFs, and Individual Securities, 401(k)s, Roth IRAs, Traditional IRAs, and Brokerage Accounts, Tax planning with all recommendations

Portfolio review Asset allocation Tax planning

Other Financial Planning Services

Education Funding, Estate Planning, Tax Return Preparation, Insurance Needs Analysis (P&C, auto, umbrella, disability, life, LTC, etc.), Small Business Planning

Estate planning Tax return preparation Insurance analysis Small business planning

Credentials & Certifications

Certified Financial Planner™

Since 1998

Attorney at Law

Since 1993

Certified Public Accountant

Since 1989

Frequently Asked Questions

How do you choose the right financial advisor? +

Click here for some impartial advice from the experts: NAPFA | Jason Zweig | Forbes

What is a fiduciary? +

Unlike sales-oriented advisors, Price Planning operates with full impartiality. No kickbacks. No commissions. No kidding. Click here to find out more about fiduciaries.