Affiliations

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The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. Planners must submit a comprehensive financial plan for peer review and meet specific experience requirements to become NAPFA Registered Investment Advisors. NAPFA Advisors must subscribe to a strict fiduciary oath, and fulfill significant continuing education requirements.

Financial Planning Association The Financial Planning Association is a national organization with more than 25,000 members who are involved in all facets of financial planning services.  Financial Solutions LLC is an active member of the FPA’s Central Ohio Chapter in Columbus.

The Certified Financial Planner - Board of StandardsThe CERTIFIED FINANCIAL PLANNER Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional  standards in personal financial planning. Planners must meet rigorous certification requirements to be certified by CFP® Board to use its certification trademark.

Fee-Only

The recommendations of a Fee-Only advisory firm, are not biased by commissions, fees or other payments received from vendors of financial products. Fee-Only advisors provide objective financial advice keeping only the best interests of the client in mind.

apfm-logo-no-tag-smR A Place for Mom was founded 15 years ago to help families navigate the maze of senior housing options. Since then, A Place for Mom has grown to become the largest senior living referral service in the U.S. and Canada.