Sparrow Financial Group

Over 25 Years of Helping Families and Individuals Plan For and Navigate Retirement

Financial planner in Blacklick, OH (show on map)

Sparrow Financial Group offers complete financial planning for retirement, education, and wealth preservation, serving the Greater Columbus Ohio area.

Call (614) 582-8493

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About

Sparrow Financial Group, led by Cliff Sparrow, provides comprehensive financial planning for those nearing or in retirement, as well as for families preparing for secondary education. Services include retirement planning, investment management, insurance, and tax minimization strategies, tailored to individual client needs and goals.

Over 25 years of experience

Comprehensive financial planning for individuals and businesses

Tax-efficient wealth management strategies

Military background of founder providing strategic planning skills

Affiliation with USA Financial for robust support and resources

Services

Retirement Planning

Helps clients create and grow assets, protect and preserve them, and distribute them in the most tax-efficient manner.

Social Security Maximization Asset Management Risk Management Life Insurance Long Term Care / Disability Money Management Annuities 401(k) / 403b / 457 Rollover Services 529 Plans Group Benefits

Business Financial Planning

Provides comprehensive financial planning for businesses, including 401(k) maximization, fiduciary liability review, and succession planning.

401(k) Maximization Three-Way Analysis Costs & Fees Benchmarking Current plan investment review Fiduciary liability review Tax Reduction & Minimization Planning Defined Contribution Plan Analysis Death/Disability Ramification Study Executive Bonus Plan Post-Retirement Health Plan Supplemental Retirement Income Plan Succession & Financial Estate Planning Estate Tax Minimization

Credentials & Certifications

Series 7, 65, 63 and Life, Health and Annuities

Frequently Asked Questions

What is the Retirement Survival Guide? +

A complimentary guide that answers frequently asked questions about retirement planning, including income planning, inflation risks, Social Security, health care costs, 401(k) rollovers, hiring financial professionals, and family relocation scenarios.

What services does Sparrow Financial Group offer for individuals? +

Services include Social Security Maximization, Asset Management, Risk Management, Life Insurance, Long Term Care / Disability, Money Management, Annuities, Retirement Planning Forecasting, 401(k) / 403b / 457 Rollover Services, and 529 Plans.

What unique benefits does USA Financial provide to affiliated advisors? +

USA Financial offers high-quality corporate staff, limited number of advisory offices for true partnership, processes and products developed with end-users in mind, and a philosophy of 'Plan First, Invest Second™' to prioritize planning before taking financial steps.