The Financial Solutions Network INC
The Financial Solutions Network is an independently owned wealth management company committed to becoming clients’ most valued business relationship.
About
The Financial Solutions Network, INC. is a team of experienced independent advisors who design financial plans and manage money to build, manage, preserve, and transfer wealth for individuals, families, and institutions. The firm operates in Ohio and thirteen other states, offering four distinct services: Financial Planning, Wealth Management (both in-person and digital advising), Corporate Solutions (401(k), 403(B), retirement plan partnerships, tax-efficient executive benefits, succession planning), and Philanthropy (charitable giving strategies, partnership with Commitment 2 Kids, Inc.).
The firm's mission is to share generously of time, talents, and financial resources, help clients develop financial plans and wealth management strategies, and connect clients with experiences and people that enhance their quality of life.
Services
Financial Planning
A well-defined financial plan is a roadmap that clarifies client goals, identifies measurable outcomes, and adapts to changing life circumstances such as eliminating debt, building a portfolio, or managing potential risks.
Wealth Management
Offers both in-person and digital (robo) advising with low starting minimums and low-cost exchange-traded funds (ETFs) while working with a personal financial advisor.
Corporate Solutions
Partners with top-quality plan sponsors and third-party administrators to provide true value to both the sponsor and the participant. Helps business owners with tax-efficient executive benefits and succession planning strategies.
Philanthropy
Focuses on charitable giving strategies and community involvement through the non-profit partner, Commitment 2 Kids, Inc., and assistance in charitable planning for clients.
