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Dan Roe Email
Co-CEO . Budros Ruhlin and Roe
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During your first year as a client of Budros, Ruhlin & Roe, you'll attend a series of planning sessions, so that we can work together to establish the best course of action and the most accurate picture of your needs and goals. A typical schedule for your first year might look like this: First Meeting - Data Gathering Second Meeting - Tax and Cash Flow Planning Third Meeting - Long Term Planning for retirement, funding, and education Fourth Meeting - Investment Planning and Strategies Fifth Meeting - Estate and Disability Planning Throughout this entire process, we'll help you create both a sensible and achievable plan for your financial future and security. Your plan becomes a dynamic model that is strong enough to support your goals, yet flexible enough to adjust when your needs or goals change. During these sessions, you'll meet with the principals of our firm, as well as dedicated specialists in specific areas. After this first year, we'll continue to meet with you on a regular basis and prepare quarterly financial statements. We'll also prepare quarterly investment performance reports. At Budros, Ruhlin & Roe we take a long-range, proactive approach to your financial goals. Although many financial consultants are just now discovering the advantages of fee-only service to their clients, weve been committed to it since 1979. We have developed a time-tested approach to serving our clients that is unique in both perspective and application.Budros Ruhlin and Roe Address
1801 Watermark Drive Suite 300Columbus, OH
United States